Motilal Oswal AMC Logo

Motilal Oswal AMC Logo

Motilal Oswal Multifactor Equity PMS

About MOTILAL OSWAL Asset Management

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.

Key People

Raamdeo Agrawal
Raamdeo Agrawal Chairman
Prateek Agrawal
Prateek Agrawal Executive Director
Manish Sonthalia
Manish Sonthalia Executive Director & CIO

Investment Objective

The investment objective of Motilal Oswal’s Multifactor Equity PMS is to create a portfolio that seeks to outperform the broader market over the investment cycle by taking diversified exposure to different factors of investing, through a systematic and rules-based approach.

Investment Strategy

The investment objective of Motilal Oswal’s Multifactor Equity PMS is that the quantitative portfolio construction model seeks to allocate to companies that rank highly on popular investment factors such as quality, value, momentum, and low volatility.

Awards & Achievements - Across Motilal Oswal PMSs & AIFs

• In 2021, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #1 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Motilal India Rising India Fund, a Long Only Cat III AIF, was awarded the winner in the Best Long Only Cat III AIF, on 2Y Absolute Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2020, Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP) was awarded Rank #3 as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Motilal Oswal AMC Multifactor Equity PMS10.71%34.05%45.90%73.22%26.43%26.47%
BSE 500 TRI1.92%17.88%16.20%33.42%16.46%19.54%

Portfolio Holdings


Holding %
GRINDWELL NORTON LTD 6.37
KAJARIA CERAMICS LTD 6.27
Britannia Industries Ltd. 5.70
Skf Bearing Ltd 5.70
SCHAEFFLER INDIA LTD 5.64
A I A Engineering Limited 5.50
Procter & Gamble Hygiene and Healthcare 5.36
GALAXY SURFACTANTS LTD 5.31
Marico Ltd. 5.21
Hero Motocorp Limited 5.08
Top 10 Equity Holdings 56.14

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 20
Mid Cap 63
Small Cap 17
Cash 0

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Jan 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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