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 Business Opportunities (BOP) | Business Opportunities (BOP) | Manish Sonthalia | 16 Jan 2018 | 1257 | 5.3% | 9.7% | 7.3% | 2.2% | 22.7% | 16.2% | 10.5% | ||
| Motilal Oswal AMC Ethical PMS | Ethical PMS | 18 | 3.2% | 6.6% | 2.6% | -0.2% | 7.4% | ||||||
| Motilal Oswal AMC Focused Midcap Strategy | Focused Midcap Strategy | Mr. Rakesh Tarway | 24 Dec 2019 | 315 | -0.1% | -0.1% | -8.7% | -13.9% | 22.6% | 23.7% | |||
| Motilal Oswal AMC India Opportunities (IOP) Sr 1 | India Opportunities (IOP) Sr 1 | Manish Sonthalia | 15 Feb 2010 | 1049 | 0.9% | 1.1% | -8.4% | -13.9% | 14.9% | 8.8% | -0.8% | 9.7% | 7.7% |
| Motilal Oswal AMC India Opportunities (IOP) Sr 2 | India Opportunities (IOP) Sr 2 | Manish Sonthalia | 05 Feb 2018 | 384 | 0.7% | 0.8% | -8.3% | -13.5% | 21.1% | 19.1% | 4.5% | ||
| Motilal Oswal AMC Multifactor Equity PMS | Multifactor Equity PMS | Sankaranarayanan Krishnan | 06 May 2021 | - | 4.5% | 10.1% | 5.8% | 4.1% | 13.3% | ||||
| Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP) | Next Trillion Dollar Opportunities (NTDOP) | Manish Sonthalia | 03 Aug 2007 | 7792 | 3.3% | 7.2% | 1.4% | -0.8% | 23.0% | 15.7% | 8.4% | 19.3% | 15.1% |
| Motilal Oswal AMC Value | Value | Shrey Loonker | 18 Feb 2003 | 1907 | 3.7% | 9.4% | 8.4% | 2.7% | 21.1% | 14.9% | 9.1% | 12.4% | 19.3% |
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