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Asset Management

High Quality. High Growth.


Our core investment philosophy of QGLP, reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.


High Quality: From sustainability of growth comes Quality. Both Quality of Business and Quality of Management matter. Quality of Management is judged from efficiency of capital allocation. Judicious and timely deployment of capital is key sustainable success of a business. Quality of Business measured by return on invested capital (ROIC) for non-finance companies and by Return on Equity (ROE) for finance companies. Business with low debt and high ROIC/ROE can continue to fund growth over long term through internal accruals and less reliance on borrowed money or equity dilution.


High Growth: We focus on investing in businesses, which are on a high and sustainable profit growth path. In the long term, stock prices are slaves of earnings. Hence higher and sustainable growth leads to better long term compounding. These investments typically belong to industries or companies that are positioned for expansion, innovation, and long-term profitability.

Robust Risk Management


Risk management is a critical aspect of investment portfolio construction. It helps awareness towards need for Preservation of Capital, Long-Term Stability and Risk-Return Trade off. We have imbibed stringent risk management framework in our investment process. Focusing on Stock and Sector weightage & Sizing, diversification, profit taking/stop loss and liquidity frameworks.


In summary, risk management is a crucial aspect of investment portfolio construction as it helps optimize the return and risk trade-off for optimal portfolio construction. It involves a combination of strategic decisions, diversification, and ongoing monitoring to adapt to changing market conditions.


  • Stock Weightage & Stock Sizing: Minimum and maximum exposure limits set

  • Sector Sizing: Limits on sector deviations relative to benchmark

  • Profit Taking / Stop Loss Framework: Proprietary framework for measuring triggers

  • Diversification Strategy: Portfolio size capped up to 35 stocks

  • Stringent Liquidity Framework: Ensuring efficient management for ability to take necessary action


Our Process, Your Success


"Our Process, Your Success" signifies our unwavering adherence to proven processes developed over decades of equity research and investing experience with a clear objective of charting a seamless path to your financial success

OUR PRODUCTS

    Indian Equity

    • Motilal Oswal ELSS Tax Saver Fund

    • Motilal Oswal Small Cap Fund

    • Motilal Oswal Midcap Fund

    • Motilal Oswal Nifty Microcap 250 Index Fund

    • Motilal Oswal Large Cap Fund

    • Motilal Oswal Large and Midcap Fund

    • Motilal Oswal Focused Fund

    • Motilal Oswal Flexi Cap Fund

    • Motilal Oswal Nifty 500 Index Fund

    • Motilal Oswal Nifty Midcap 150 Index Fund

    • Motilal Oswal Nifty Smallcap 250 Index Fund

    • Motilal Oswal Nifty 50 Index Fund

    • Motilal Oswal Nifty Next 50 Index Fund

    • Motilal Oswal S&P BSE Enhanced Value Index Fund

    • Motilal Oswal S&P BSE Quality Index Fund

    • Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund

    • Motilal Oswal S&P BSE Low Volatility Index Fund

    • Motilal Oswal Nifty 200 Momentum 30 Index Fund

    • Motilal Oswal Nifty Bank Index Fund

    • Motilal Oswal Nifty 500 ETF

    • Motilal Oswal S&P BSE Low Volatility ETF

    • Motilal Oswal S&P BSE Enhanced Value ETF

    • Motilal Oswal S&P BSE Quality ETF

    • Motilal Oswal S&P BSE Healthcare ETF

    • Motilal Oswal NIFTY 200 Momentum 30 ETF

    • Motilal Oswal Nifty Midcap 100 ETF

    • Motilal Oswal Nifty 50 ETF

    • Motilal Oswal Nifty Realty ETF

    • Motilal Oswal Nifty Smallcap 250 ETF


    International Equity

    • Motilal Oswal Nasdaq 100 Fund of Fund

    • Motilal Oswal Developed Market Ex US ETFs Fund of Funds

    • Motilal Oswal S&P 500 Index Fund

    • Motilal Oswal Nasdaq 100 ETF

    • Motilal Oswal NASDAQ Q 50 ETF


    Hybrid and Balanced

    • Motilal Oswal Balance Advantage Fund


    Multi Asset

    • Motilal Oswal Asset Allocation Passive Fund of Funds

    • Motilal Oswal Asset Allocation Passive Fund of Funds

    • Motilal Oswal Multi Asset Fund


    Commodity

    • Motilal Oswal Gold and Silver ETFs Fund of Funds


    Debt and Liquidity

    • Motilal Oswal 5 Year G-Sec Fund Of Fund

    • Motilal Oswal Liquid Fund

    • Motilal Oswal Ultra Short Term Fund

    • Motilal Oswal Nifty 5 YR Benchmark G Sec ETF


    Alternates

    • Value Strategy

    • Next Trillion Dollar Opportunity

    • Mid to Mega Strategy

    • Founders Fund

    • India Growth Fund

Business Highlights
    • AMC AUM at Rs 71,800 Crores as of 31st March 2024.

    • Mutual Fund AUM over Rs. 48,842 Crores as of 31st March 2024.

    • Portfolio Management Services AUM around Rs. 12,132 Crores & AIF AUM around Rs. 10,559 Crores as of 31st March 2024.

    • Turnaround in performance across active MF schemes.

    • Revamped Investment process with focus on consistent returns against achieving highest returns.

    • Added 10.3 lakhs portfolios added during the year taking the total count to 29.6 lakhs.

    • Added 3X folios in the last 4 years taking the total count to 29.6 Lakhs.

    • Added 10 lakh new SIPs during FY24.

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 Chairman of Motilal Oswal Financial Services Limited (MOFSL). 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’.

  • Navin Agarwal Director - MOFSL

    Navin Agarwal is the Director of Motilal Oswal Financial Services Ltd & Managing Director & Chief Executive Officer of Motilal Oswal Asset Management Company Limited.

    He is a member of the Institute of Chartered Accountants of India, Institute of Cost and Works Accountants of India, Institute of Company Secretaries of India.

    He started his career as a Senior Analyst in 1994 and joined Motilal Oswal Securities in 2000. He has co-authored a book on stock markets "India`s Money Monarchs".