Motilal Oswal Multifactor Equity PMS
Key People
Raamdeo Agrawal
Chairman
Prateek Agrawal
Executive Director
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 PMS | 5.87% | 11.97% | 25.35% | 77.43% | 44.08% | 26.82% | 27.56% | ||
| BSE 500 TRI | 7.05% | 11.66% | 16.68% | 38.28% | 30.88% | 19.93% | 21.89% |
Portfolio Holdings
| Holding | % |
|---|---|
| Oil India Ltd. | 5.00 |
| Power Finance Corporation Ltd. | 5.00 |
| REC Ltd. | 5.00 |
| Ajanta Pharma Ltd. | 3.75 |
| Alkem Laboratories Ltd. | 3.75 |
| Bayer CropScience Ltd. | 3.75 |
| Castrol India Ltd. | 3.75 |
| Cipla Ltd. | 3.75 |
| Container Corporation Of India Ltd. | 3.75 |
| Dr. Reddy's Laboratories Ltd. | 3.75 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 31.00 |
| Mid Cap | 47.20 |
| Small Cap | 21.20 |
| Cash | 0.00 |
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
