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Motilal Oswal Asset Management Company Ltd
Motilal Oswal Asset Management Company Ltd

Motilal Oswal Asset Management Company Ltd

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AUM ₹ 13,433.98 Cr (As on Jan, 2025)
No. of schemes 7
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About Motilal Oswal Asset Management Company Ltd

Motilal Oswal Asset Management Company Ltd manages assets worth Rs 13433.98 crores. Its current offering of PMS schemes includes 6 Multi Cap and 1 Small And Mid Cap schemes.

Portfolio MANAGERS

Rakesh Tarway
Rakesh Tarway
  • Schemes managed 1
  • Total AUM ₹1,663.81 Cr
  • Highest return in 1 year +19.21 %
Profile

Mr. Rakesh Tarway has more than 18 years of experience in equity markets, with focus in identifying emerging businesses in the Small & Midcap segment. Earlier he has worked as Head of Research at Motilal Oswal Securities and Reliance Securities. Rakesh has Masters in Management Studies from Jamnalal Bajaj institute of Management Studies (JBIMS).

Vaibhav Agrawal
Vaibhav Agrawal
  • Schemes managed 5
  • Total AUM Undisclosed
  • Highest return in 1 year +18.68 %
Profile

Atul Mehra
Atul Mehra
  • Schemes managed 1
  • Total AUM ₹2,268.58 Cr
  • Highest return in 1 year +18.68 %
Profile

Atul has over 12 years of experience in equity research and fundmanagement specializing in mid and smallcap space, with over 7 years with Motilal Oswal Group. Before joining Motilal Oswal, he was associated with Edelweiss Capital. Atul is a Chartered Financial Analyst (CFA) from CFA Institute, USA and a Masters in Commerce.

Sankaranarayanan Krishnan
Sankaranarayanan Krishnan
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -0.07 %
Profile

Sankaranarayanan Krishnan is Quant Fund Manager for PMS and AIF schemes at Motilal Oswal Asset Management Company Ltd. In addition to his primary responsibility of fund management, he is also spearheading factor and quantitative research at the firm. He has over 9 years of experience in capital markets, largely focused on the design, research and management of quantitative investment strategies. In his previous engagement he was managing a proprietary portfolio using multifactor models at Alpha Alternatives, an alternative investment manager. Prior to that he was working as a senior quantitative researcher at Morgan Stanley Capital International, where he was structuring multi-factor and ESG solutions for global Pension and Sovereign Wealth Fund clients. Sankaranarayanan is an engineer from the National Institute of Technology, Nagpur and an MBA from the Indian Institute of Management, Indore.

Bijon Pani
Bijon Pani
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -0.07 %
Profile

Dr Bijon Pani, Ph.D. has over 12 years’ experience in quantitative investment management both globally and in India. He manages the quant strategies in AIF and PMS and also heads the quant research. He has previously worked at NJ AMC, IDFC AMC, Barclays Capital and Eden Financial. He was also a visiting faculty at XLRI Jamshedpur. Bijon has a Ph.D in Finance with specialization in factor investing from EDHEC, France. He also has a MS in Finance from London Business School and MSc in Comupter Science from Oxford University

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Multifactor Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
112 Out of 177
Fixed Fee
2.50%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
77.96
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
140 Out of 177
Fixed Fee
2.50%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
1663.81
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
40 Out of 44
Fixed Fee
2.50%
Motilal Oswal - NTDOP
AUM (₹ Cr)
5243.52
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
161 Out of 177
Fixed Fee
2.50%
Motilal Oswal - Value Migration
AUM (₹ Cr)
3583.78
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
171 Out of 177
Fixed Fee
2.50%
India Growth Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
174 Out of 177
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Multifactor Equity
112Out of 7
-7.87%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
8.00%
2.50%
Motilal Oswal - Ethical Strategy
140Out of 7
-9.66%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
77.96
8.00%
2.50%
Motilal Oswal - Focused Midcap
40Out of 7
-12.10%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
1,663.81
8.00%
2.50%
Motilal Oswal - NTDOP
161Out of 7
-12.29%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
5,243.52
8.00%
2.50%
Motilal Oswal - Value Migration
171Out of 7
-14.51%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
3,583.78
8.00%
2.50%
India Growth Strategy
174Out of 7
-14.93%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
8.00%
2.50%
Motilal Oswal - Founders
177Out of 7
-16.47%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
2,268.58
8.00%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Motilal Oswal Asset Management Company Ltd ?
The total AUM managed by Motilal Oswal Asset Management Company Ltd is ₹13433.98 crores
What is the total number of schemes managed by Motilal Oswal Asset Management Company Ltd ?
The total number of schemes managed by Motilal Oswal Asset Management Company Ltd is 7
What is the best performing PMS scheme of Motilal Oswal Asset Management Company Ltd in 1 year ?
The best performing PMS scheme of Motilal Oswal Asset Management Company Ltd in 1 year is Motilal Oswal - Focused Midcap.
What is the best performing PMS scheme of Motilal Oswal Asset Management Company Ltd in 3 years?
The best performing PMS scheme of Motilal Oswal Asset Management Company Ltd in 3 years is Motilal Oswal - Value Migration
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