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Motilal Oswal Multifactor Equity PMS

Key Portfolio Attributes

Inception Date: 6 May 2021

Number of Stocks: 20-30

Portfolio Manager’s Name: Sankaranarayanan Krishnan

Portfolio Manager’s Experience: 9 years of research, development, and management of quantitative equity strategies.

Portfolio Manager’s Qualification: MBA from IIM Indore (2013), B Tech from NIT Nagpur (2010)

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.

Portfolio 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.

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Nifty 500 TRI-3.10%4.30%16.00%4.20%15.00%

Portfolio Holdings

Holding %
Britannia Industries Ltd. 6.20
Kajaria Ceramics Ltd 6.10
A I A Engineering Limited 5.80
Schaeffler India Ltd 5.50
Procter & Gamble Hygiene And Healthcare 5.30
P I Industries Ltd 5.30
Cummins India Ltd. 5.20
Marico Ltd. 5.10
Hero Motocorp Limited 4.90
Bayer Cropscience Limited 4.90
Top 10 Equity Holdings 54.47

Sector Allocation

Holding %

Market Cap Allocation

Allocations %
Large Cap 28.60
Mid Cap 67.20
Small Cap 4.00
Cash 0.20

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#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

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Do Not Simply Invest, Make Informed Decisions