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MOTILAL OSWAL ASSET MANAGEMENT COMPANY LTD

MOTILAL OSWAL ASSET MANAGEMENT COMPANY LTD

AUM in Cr : 10,764 Cr
No of Clients : 13018

Motilal Oswal Group possess legacy in equities for over Three decade, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 16 years of PMS track record, presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in market”, practise long-term Buy and Hold investing style, BUY RIGHT : SIT TIGHT, QGLP - Quality denotes quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.

Schemes (27)

PMS
|
31 May 2023
|
AUM : 1,140 Cr
BUSINESS OPPORTUNITIES FUND.
S and P BSE 500 TR
Fund Returns
1M
5.5%
1Y
17.37%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 96 Cr
DEEP VALUE PORTFOLIO STRATEGY
S and P BSE 500 TR
Fund Returns
1M
0.92%
1Y
-0.21%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 43 Cr
DISCOVER VALUE STRATEGY
S and P BSE 500 TR
Fund Returns
1M
6.43%
1Y
10.91%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 5 Cr
DYNAMIC ALLOCATION STRATEGY.
CRISIL Hybrid 50+ 50 Moderate Index
Fund Returns
1M
1.22%
1Y
2.53%
Benchmark Returns
1M
2.39%
1Y
10.95
PMS
|
31 May 2023
|
AUM : 2 Cr
EMERGING BUSINESS STRATEGY
S and P BSE 500 TR
Fund Returns
1M
4.96%
1Y
-6.25%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 34 Cr
FOCUSED OPPORTUNITIES STRATEGY.
S and P BSE 500 TR
Fund Returns
1M
6.74%
1Y
25.95%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 1 Cr
FOCUSED STRATEGY SERIES 5 CONTRA STRATEGY
S and P BSE 500 TR
Fund Returns
1M
4.98%
1Y
19.47%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 7 Cr
INDIA INVEST OPPORTUNITY PORTFOLIO STRATEGY V2.
S and P BSE 500 TR
Fund Returns
1M
7.22%
1Y
4.09%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 13 Cr
INDIA INVEST OPPORTUNITY PORTFOLIO STRATEGY.
S and P BSE 500 TR
Fund Returns
1M
7.21%
1Y
3.26%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 662 Cr
INDIA OPPORTUNITIES PORTFOLIO STRATEGY
S and P BSE 500 TR
Fund Returns
1M
7.3%
1Y
4.89%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 271 Cr
INDIA OPPORTUNITY PORTFOLIO STRATEGY V2.
S and P BSE 500 TR
Fund Returns
1M
7.37%
1Y
4.8%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 1 Cr
LARGE CAP GROWTH STRATEGY.
NIFTY 50 TR
Fund Returns
1M
3.43%
1Y
6.58%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 79 Cr
LIQUID STRATEGY
Crisil Composite Bond Fund Index
Fund Returns
1M
0.6%
1Y
5.75%
Benchmark Returns
1M
1.11%
1Y
8.82
PMS
|
31 May 2023
|
AUM : 0 Cr
MOTILAL OSWAL 25 FOR 25 FUND STRATEGY
S and P BSE 500 TR
Fund Returns
1M
9.34%
1Y
9.28%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 2 Cr
MOTILAL OSWAL ALLCAP GROWTH STRATEGY
S and P BSE 500 TR
Fund Returns
1M
6.39%
1Y
8.65%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 33 Cr
MOTILAL OSWAL ETHICAL STRATEGY
S and P BSE 500 TR
Fund Returns
1M
6.74%
1Y
13.82%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 304 Cr
MOTILAL OSWAL FOCUSED MIDCAP STRATEGY
S and P BSE 500 TR
Fund Returns
1M
7.58%
1Y
5.79%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 216 Cr
MOTILAL OSWAL FOUNDERS PORTFOLIO
S and P BSE 500 TR
Fund Returns
1M
6.17%
1Y
0%
Benchmark Returns
1M
3.78%
1Y
0
PMS
|
31 May 2023
|
AUM : 1 Cr
MOTILAL OSWAL MID AND SMALLCAP OPPURTUNITIES STRATEGY.
S and P BSE 500 TR
Fund Returns
1M
6.46%
1Y
3.79%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 1 Cr
MOTILAL OSWAL MIDCAP MULTIFACTOR EQUITY STRATEGY
S and P BSE 500 TR
Fund Returns
1M
2.29%
1Y
11.07%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 1 Cr
MOTILAL OSWAL MULTIASSET MOMENTUM STRATEGY
Nifty Multi asset Equity
Fund Returns
1M
4.16%
1Y
5.73%
Benchmark Returns
1M
1.95%
1Y
8.68
PMS
|
31 May 2023
|
AUM : 1 Cr
MOTILAL OSWAL MULTICAP OPPURTUNITIES STRATEGY.
S and P BSE 500 TR
Fund Returns
1M
2.55%
1Y
2.46%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 7 Cr
MOTILAL OSWAL MULTIFACTOR EQUITY STRATEGY
S and P BSE 500 TR
Fund Returns
1M
3.61%
1Y
6.65%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 2 Cr
MOTILAL OSWAL SMALL CAP MULTIFACTOR STRATEGY
S and P BSE 500 TR
Fund Returns
1M
2.23%
1Y
22.75%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 5,975 Cr
NEXT TRILLION DOLLAR OPPORTUNITY STRATEGY
S and P BSE 500 TR
Fund Returns
1M
1.9%
1Y
3.3%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 10 Cr
PLUS STRATEGY
S and P BSE 500 TR
Fund Returns
1M
2.16%
1Y
2.93%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 1,609 Cr
VALUE STRATEGY
S and P BSE 500 TR
Fund Returns
1M
5.98%
1Y
11.38%
Benchmark Returns
1M
3.78%
1Y
12.85

Contacts

contact icon Contact Person
Mr. Sathwik Naidu
+919324920973
map icon Corporate Address
10th Floor, Motilal Oswal Tower, ,Rahimtullah Sayani Road, Prabhadevi,MUMBAI,,MAHARASHTRA,INDIA,400025
globe icon Web and Email
www.motilaloswalmf.com
naidu.sathwik@motilaloswal.com

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