PMS Product Performance
| Company Name / Product Name |
Product Name | Fund Manager | Date of inception | AUM | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal AMC Business Opportunities (BOP) | Business Opportunities (BOP) | Manish Sonthalia | 16 Jan 2018 | 1257 | 5.3% | 9.7% | 7.3% | 2.2% | 22.7% | 16.2% | 10.5% | ||
| Motilal Oswal AMC Ethical PMS | Ethical PMS | 18 | 3.2% | 6.6% | 2.6% | -0.2% | 7.4% | ||||||
| Motilal Oswal AMC Focused Midcap Strategy | Focused Midcap Strategy | Mr. Rakesh Tarway | 24 Dec 2019 | 315 | -0.1% | -0.1% | -8.7% | -13.9% | 22.6% | 23.7% | |||
| Motilal Oswal AMC India Opportunities (IOP) Sr 1 | India Opportunities (IOP) Sr 1 | Manish Sonthalia | 15 Feb 2010 | 1049 | 0.9% | 1.1% | -8.4% | -13.9% | 14.9% | 8.8% | -0.8% | 9.7% | 7.7% |
| Motilal Oswal AMC India Opportunities (IOP) Sr 2 | India Opportunities (IOP) Sr 2 | Manish Sonthalia | 05 Feb 2018 | 384 | 0.7% | 0.8% | -8.3% | -13.5% | 21.1% | 19.1% | 4.5% | ||
| Motilal Oswal AMC Multifactor Equity PMS | Multifactor Equity PMS | Sankaranarayanan Krishnan | 06 May 2021 | - | 4.5% | 10.1% | 5.8% | 4.1% | 13.3% | ||||
| Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP) | Next Trillion Dollar Opportunities (NTDOP) | Manish Sonthalia | 03 Aug 2007 | 7792 | 3.3% | 7.2% | 1.4% | -0.8% | 23.0% | 15.7% | 8.4% | 19.3% | 15.1% |
| Motilal Oswal AMC Value | Value | Shrey Loonker | 18 Feb 2003 | 1907 | 3.7% | 9.4% | 8.4% | 2.7% | 21.1% | 14.9% | 9.1% | 12.4% | 19.3% |
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