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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
Portfolio4.5%10.1%5.8%4.1%13.3%
Nifty 500 TRI4.7%9.1%8.0%6.7%18.3%



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 22.9
Mid Cap 57.9
Small Cap 18.6
Cash 0.6


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 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions