Motilal Oswal Asset Management Company Limited - Portfolio Managers

Equity, Hybrid, Debt, Multi Asset · 36 investment approaches

Total AUM

₹15.1K Cr

Years Active

23.2

AUM Change (3M)

-11.4%

AUM Change (1Y)

+5.3%

Min Investment

₹50L

Schemes

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Motilal Oswal Multicap Opportunities Strategy	Equity	₹4 Cr	+5.06%	+100.20%	+30.91%	+25.37%	5.35
Motilal Oswal Mid and Smallcap Opportunities Strategy	Equity	₹3 Cr	+4.47%	+60.01%	+20.95%	+19.38%	4.65
India Invest Opportunity Portfolio Strategy	Equity	₹12 Cr	+10.82%	+48.24%	+20.88%	+6.29%	-
India Opportunity Portfolio Strategy - V2	Equity	₹318 Cr	+10.82%	+47.92%	+23.03%	+10.67%	-
India Opportunity Portfolio Strategy	Equity	₹713 Cr	+10.79%	+47.62%	+20.31%	+10.03%	-
India Invest Opportunity Portfolio Strategy V2	Equity	₹8 Cr	+10.76%	+47.22%	+22.63%	+10.67%	-
Discover Value Strategy	Equity	₹55 Cr	+4.73%	+43.26%	+20.07%	+10.92%	-
Motilal Oswal Emerging Business Strategy	Equity	₹3 Cr	-1.65%	+41.65%	+14.26%	+21.69%	2.54
Motilal Oswal 25-for-25 Strategy	Equity	₹0 Cr	+1.49%	+34.51%	+11.47%	+11.92%	2.77
Motilal Oswal Business Opportunities Portfolio Strategy	Equity	₹1.5K Cr	+1.86%	+32.29%	+22.23%	+16.01%	2.90
Focused (Series V) A Contra Strategy	Equity	₹1 Cr	-1.96%	+28.66%	+16.65%	+10.38%	2.19
Deep Value Strategy	Equity	₹88 Cr	+2.45%	+27.95%	+12.72%	+19.62%	1.80
PLUS strategy	Equity	₹11 Cr	+3.96%	+27.87%	+14.41%	+16.50%	-
Dynamic Allocation Strategy	Hybrid	₹4 Cr	+0.36%	+18.68%	+9.31%	+8.44%	1.99
Motilal Oswal Hockey Stick Large Cap Portfolio	Equity	₹11 Cr	-10.06%	+11.90%	-	+17.48%	0.42
Motilal Oswal Multi-asset Momentum Strategy	Multi Asset	₹1 Cr	+0.90%	+10.95%	+0.00%	+5.72%	-
Motilal Oswal Midcap Multifactor Strategy	Equity	₹2 Cr	-10.22%	+9.10%	+26.39%	+14.38%	0.98
Motilal Oswal Large Cap Momentum Strategy	Equity	₹1 Cr	-11.60%	+8.95%	-	+3.15%	-0.21
Large Cap Growth Strategy	Equity	₹1 Cr	+3.43%	+6.58%	+0.00%	+12.27%	-
Liquid Strategy	Debt	₹119 Cr	+0.38%	+4.69%	+5.55%	+4.96%	-
Motilal Oswal Hockey Stick Multi Cap Portfolio	Equity	₹18 Cr	-10.65%	+4.14%	-	-1.78%	-0.24
Motilal Oswal India Growth Strategy	Equity	₹255 Cr	-9.36%	+3.40%	-	+12.00%	0.05
Motilal Oswal All cap Growth Strategy	Equity	₹2 Cr	+2.59%	+1.29%	+2.71%	+10.31%	0.55
Motilal Oswal Hockey Stick Micro Cap Portfolio	Equity	₹3 Cr	+0.92%	+0.00%	-	+4.57%	-
Motilal Oswal Multifactor Equity Strategy	Equity	₹58 Cr	-9.73%	-0.82%	+18.38%	+12.20%	0.62
Focused Opportunities Strategy	Equity	₹58 Cr	-8.92%	-0.94%	+26.79%	+17.85%	0.89
Motilal Oswal Ethical Strategy	Equity	₹64 Cr	-12.77%	-1.71%	+13.33%	+9.06%	0.34
Next Trillion Dollar Opportunity Strategy	Equity	₹4.0K Cr	-10.56%	-3.61%	+11.00%	+13.27%	0.22
Motilal Oswal Founders Portfolio	Equity	₹3.3K Cr	-6.27%	-4.76%	+20.14%	+20.09%	0.63
Motilal Oswal Mid to Mega Strategy	Equity	₹1.7K Cr	-9.76%	-5.24%	+21.50%	+19.11%	0.73
Value Migration Strategy	Equity	₹2.8K Cr	-8.02%	-5.68%	+18.09%	+18.25%	0.56
Motilal Oswal Small cap Multifactor Strategy	Equity	₹4 Cr	-9.42%	-7.11%	+14.42%	+15.47%	0.35
Motilal Oswal Microcap Multifactor Strategy	Equity	₹3 Cr	-10.01%	-7.52%	-	-8.63%	-0.75
Motilal Oswal Hockey Stick Small Cap Portfolio	Equity	₹9 Cr	+3.21%	-10.10%	-	-4.11%	-0.40
Motilal Oswal Hockey Stick Mid Cap Portfolio	Equity	₹35 Cr	-3.23%	-16.36%	-	+0.00%	-
Motilal Oswal Hockey Stick Mini Cap Portfolio	Equity	₹7 Cr	+0.84%	-	-	-25.05%	-