Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL). Lead by one of the most well-known investors in India Mr. Raamdeo Agrawal, Motilal Oswal AMC is almost synonymous with philosophy based investing – its flagship philosophy “Quality Growth Longevity and Price” ( QGLP ) and “Buy Right and Sit Tight” which have popularized well researched investing. Motilal Oswal AMC is one of the pioneers in the PMS industry and has consistently generated returns for investors over long term across MFs, PMS and AIF products. Motilal Oswal AMC also has a suite of new age products like ETFs, Dynamic Funds, Asset Allocator Funds and in fact was one of the first to get ETF on US companies (Nasdaq 100) to the country.

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 India Opportunities (IOP) Sr 2India Opportunities (IOP) Sr 2Manish Sonthalia05 Feb 20184877-3.7%-5.6%-6.2%10.7%46.8%17.4%--7.7%
Motilal Oswal AMC India Opportunities (IOP) Sr 1India Opportunities (IOP) Sr 1Manish Sonthalia15 Feb 20101290-3.6%-6.3%-6.8%14.7%33.2%8.9%1.8%10.5%8.9%
Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP)Next Trillion Dollar Opportunities (NTDOP)Manish Sonthalia03 Aug 20078013-2.8%-6.4%-7.7%13.4%30.9%12.3%9.5%18.8%15.3%
Motilal Oswal AMC Business Opportunities (BOP)Business Opportunities (BOP)Manish Sonthalia16 Jan 20181263-2.1%-7.0%-8.5%7.8%24.9%13.1%--9.1%
Motilal Oswal AMC ValueValueShrey Loonker18 Feb 20031876-1.1%-6.3%-6.3%8.7%23.8%12.0%9.0%11.4%19.3%
Motilal Oswal AMC Focused Midcap StrategyFocused Midcap StrategyMr. Rakesh Tarway24 Dec 2019324-1.0%-3.5%-3.7%23.4%49.1%---34.7%

Do Not Simply Invest, Make Informed Decisions


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