Navin Agarwal
CEO – Motilal Oswal Asset Management Company

Mr. Navin Agarwal is the Managing Director and Chief Executive Officer of Motilal Oswal Asset Management Company Limited (MOAMC). Prior to joining MOAMC, he was Managing Director of Motilal Oswal Financial Services Limited. He started his career as an Analyst in 1994, went on to be Head of Research and managed Portfolios till 2000.

He joined Motilal Oswal Group in 2000 and has been responsible for building as well as running various businesses over the last two decades. He is a part of the Executive Board that drives business strategy and reviews for all businesses besides capital allocation of the group.

HMr. Navin Agarwal is affiliated with prestigious organizations like Institute of Chartered Accountants of India, Institute of Cost and Works Accountant of India, Institute of Company Secretaries of India and CFA Institute, Virginia. He has co-authored a book on stock markets “India`s Money Monarchs”.


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 India Opportunities (IOP) Sr 2India Opportunities (IOP) Sr 2Manish Sonthalia05 Feb 20184877-3.7%-5.6%-6.2%10.7%46.8%17.4%--7.7%
Motilal Oswal AMC India Opportunities (IOP) Sr 1India Opportunities (IOP) Sr 1Manish Sonthalia15 Feb 20101290-3.6%-6.3%-6.8%14.7%33.2%8.9%1.8%10.5%8.9%
Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP)Next Trillion Dollar Opportunities (NTDOP)Manish Sonthalia03 Aug 20078013-2.8%-6.4%-7.7%13.4%30.9%12.3%9.5%18.8%15.3%
Motilal Oswal AMC Business Opportunities (BOP)Business Opportunities (BOP)Manish Sonthalia16 Jan 20181263-2.1%-7.0%-8.5%7.8%24.9%13.1%--9.1%
Motilal Oswal AMC ValueValueShrey Loonker18 Feb 20031876-1.1%-6.3%-6.3%8.7%23.8%12.0%9.0%11.4%19.3%
Motilal Oswal AMC Focused Midcap StrategyFocused Midcap StrategyMr. Rakesh Tarway24 Dec 2019324-1.0%-3.5%-3.7%23.4%49.1%---34.7%

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