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Asset Management

At Motilal Oswal Asset Management Company (MOAMC), our endeavor has been to offer focused equity funds and PMS strategies based on our strength i.e Equity. We inherited the equity expertise from our sponsor, Motilal Oswal Securities Limited which has 30 years of experience in the same field. Our equity offerings have been riding on our investment philosophy, Buy Right : Sit Tight where Buy Right means buying quality companies at a reasonable price and Sit Tight means staying invested in them for a longer time to realize the full growth potential of the stocks. This philosophy has helped us become a company that has an Equity AUM of over Rs. 21,400 Crores across Mutual Fund and Portfolio Management Services as on June, 2017.

Buy Right Stock Characteristics

  • ‘Q’uality denotes quality of the business and management.
  • ‘G’rowth denotes growth in earnings and sustained RoE.
  • ‘L’ongevity denotes longevity of the competitive advantage or economic moat of the business.
  • ‘P’rice denotes our approach of buying a good business for a fair price rather than buying a fair business for a good price.

Sit Tight Approach

  • Buy and Hold : We are strictly buy and hold investors and believe that picking the right business needs skill and holding onto these businesses to enable our investors to benefit from the entire growth cycle, needs even more skill.
  • Focus : Our portfolios are high conviction portfolios with 20 to 25 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns for our investors and adding market risk.
Business Highlights
  • Portfolio Management Services AUM over   11,300 Crores.
  • Mutual Fund AUM over   12,800 Crores.
  • We have created a first of its kind Value Investing Forum that gets India's foremost Value Investing experts on one platform to provide insight and education on Value Investing.
  • Motilal Oswal Value Index (MOVI) – An innovative vehicle to gauge equity market based on the market valuations. This enables the investors to take advantage of over/under valuation of market and accordingly expose their portfolios to equities.
  • We are a true blue investment management house with focus on wholesale through marquee distribution platforms and strong relationships, backed by consistent performance.
  • As part of recognition, it's been 3 years that we have been taking our business partner to the AGM of Berkshire Hathaway to help them understand the nuances of value investing.
OUR PRODUCTS mutual fund :

Our open ended equity funds offer unique features such as No load on funds, Low Churn and Focused Portfolio with maximum of 20-25 stocks

  • Motilal Oswal MOSt Focused 25 Fund - Invests in enduring wealth creators
  • Motilal Oswal MOSt Focused Midcap 30 Fund - Invests in emerging wealth creators
  • Motilal Oswal MOSt Focused Multicap 35 Fund - Invests in emerging and enduring wealth creators
  • Motilal Oswal MOSt Focused Long Term Fund - Lock in fund that invests in wealth creators plus Saves Tax
  • Motilal Oswal MOSt Focused Dynamic Fund – A fund that changes its actions based on market conditions
Portfolio Management Services (PMS) :
  • Value Strategy: Aims to deliver superior wealth creation by way of a long-term compounding effect, with investments in good businesses run by great business managers
  • Next Trillion Dollar Opportunity: Aims to deliver superior returns by investing in focused themes which are part of the next trillion dollar GDP growth opportunity
  • India Opportunities Portfolio Strategy : Focused portfolio of high growth stocks across market capitalization having the potential to grow more than the nominal GDP for next 5-7 years and which are available at reasonable market prices
Mutual Fund invests are subject to market risks, read all scheme related documents carefully.
people
  • Raamdeo Agrawal Chairman

    Raamdeo Agrawal is the man behind the strong research capabilities at Motilal Oswal Financial Services Ltd. He is a Chartered Accountant and the Joint Managing Director of Motilal Oswal Financial Services Limited (MOFSL) and also the co-founder of Motilal Oswal Securities Limited (MOSL). A keen believer and practitioner of the QGLP philosophy, his wealth creation insights and decades-rich experience have played a pivotal role in MOFSL, transforming it from a small stock broking firm to a well-diversified financial services company.

    Mr. Agrawal is an Associate of Institute of Chartered Accountants of India and also a member of the National Committee on Capital Markets of the Confederation of Indian Industry. He has received the "Rashtriya Samman Patra" awarded by the Government of India for being amongst the highest Income Tax payers in the country for a period of 5 years from FY95–FY99. He was also conferred with the ‘Special contribution to Indian Capital Market Award’ by Zee Business in 2011.

    Mr. Agrawal has been authoring the annual Motilal Oswal Wealth Creation Study since 1996. In 1986, he wrote the book ‘Corporate Numbers Game’, along with co-author, Ram K Piparia. He has featured on `Wizards of Dalal Street on CNBC TV 18` and also compiled a book of investing insights called ‘Wealth Creation Thoughts’.

  • Aashish Somaiyaa Managing Director & Chief Executive Officer

    Aashish brings with him rich and varied experience - with more than 13 years in sales and distribution, channel management, product development and institutional sales from ICICI Prudential AMC and a brief stint at project management with Bharti AXA Investment Managers.

    His last assignment was with ICICI Prudential AMC, as Senior VP & Head - Retail Business where he was responsible for sales, distribution and product development of Mutual Fund, PMS and Real Estate offerings through retail distribution, banking and private wealth management channels across India and UAE.

    Mr. Somaiyaa holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from NMIMS, Mumbai.

    Mr. Somaiyaa joined Motilal Oswal Group in 2013 and is the Managing Director & CEO at Motilal Oswal Asset Management Company Ltd.