Raamdeo Agrawal
Chairman, Motilal Oswal Financial Services Limited
An awardee of Rashtriya Samman Patra by the Central Board of Direct Taxes, Raamdeo Agrawal is chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company’s approach to investing. Mr. Agrawal has created the “QGLP” (Quality Growth Longevity & favorable Price) Investment Process and its ‘Buy Right, Sit Tight’ investing philosophy. Mr Agrawal is also the driving force behind the MOFSL Groups highly awarded research. He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. An Associate of Institute of Chartered Accountant of India and a member of the National Committee on Capital Markets of the Confederation of Indian Industry, he has also been featured on ‘Wizards of Dalal Street on CNBC TV 18.
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 Ethical PMS | Ethical PMS | 17 | -4.50% | -4.50% | 3.70% | -10.00% | 2.10% | ||||||
| Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP) | Next Trillion Dollar Opportunities (NTDOP) | Manish Sonthalia | 03 Aug 2007 | 6796 | -4.50% | -2.50% | 8.20% | -12.10% | 8.30% | 9.20% | 5.30% | 16.70% | 14.40% |
| Motilal Oswal AMC Focused Midcap Strategy | Focused Midcap Strategy | Mr. Rakesh Tarway | 24 Dec 2019 | 298 | -4.00% | -1.50% | 3.40% | -21.40% | 8.70% | 19.50% | |||
| Motilal Oswal AMC India Opportunities (IOP) Sr 2 | India Opportunities (IOP) Sr 2 | Manish Sonthalia | 05 Feb 2018 | 312 | -3.70% | -2.30% | 4.60% | -20.50% | 6.60% | 13.80% | 3.40% | ||
| Motilal Oswal AMC India Opportunities (IOP) Sr 1 | India Opportunities (IOP) Sr 1 | Manish Sonthalia | 15 Feb 2010 | 807 | -3.70% | -2.20% | 4.90% | -20.70% | 4.60% | 6.30% | -3.80% | 8.10% | 7.20% |
| Motilal Oswal AMC Value | Value | Shrey Loonker | 18 Feb 2003 | 1738 | -3.60% | -1.00% | 11.00% | -1.90% | 10.20% | 8.40% | 8.00% | 11.10% | 18.80% |
| Motilal Oswal AMC Business Opportunities (BOP) | Business Opportunities (BOP) | Manish Sonthalia | 16 Jan 2018 | 1172 | -3.60% | 2.70% | 15.60% | 1.60% | 9.60% | 12.10% | 9.80% | ||
| Motilal Oswal AMC Multifactor Equity PMS | Multifactor Equity PMS | Sankaranarayanan Krishnan | 06 May 2021 | - | -2.10% | -1.90% | 9.20% | -10.70% | 7.80% |
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