Motilal Oswal Asset Management Company Limited - Portfolio Managers
Equity, Hybrid, Debt, Multi Asset · 36 investment approaches
Total AUM
₹16.3K Cr
Years Active
23.1
AUM Change (3M)
-7.9%
AUM Change (1Y)
+9.9%
Min Investment
₹50L
Schemes
36
| 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% | — |
Motilal Oswal Hockey Stick Large Cap Portfolio | Equity | ₹13 Cr | -1.11% | +23.17% | — | +25.57% | 0.87 |
Dynamic Allocation Strategy | Hybrid | ₹4 Cr | +0.36% | +18.68% | +9.31% | +8.44% | 1.99 |
Motilal Oswal Large Cap Momentum Strategy | Equity | ₹1 Cr | -2.26% | +14.37% | — | +7.62% | 0.03 |
Motilal Oswal Midcap Multifactor Strategy | Equity | ₹2 Cr | -0.88% | +13.93% | +29.26% | +16.92% | 1.29 |
Motilal Oswal Multi-asset Momentum Strategy | Multi Asset | ₹1 Cr | +0.90% | +10.95% | +0.00% | +5.72% | — |
Large Cap Growth Strategy | Equity | ₹1 Cr | +3.43% | +6.58% | +0.00% | +12.27% | — |
Motilal Oswal Multifactor Equity Strategy | Equity | ₹64 Cr | -3.18% | +4.94% | +20.78% | +14.45% | 0.89 |
Liquid Strategy | Debt | ₹151 Cr | +0.39% | +4.86% | +5.69% | +4.96% | — |
Next Trillion Dollar Opportunity Strategy | Equity | ₹4.6K Cr | -3.42% | +3.75% | +14.34% | +14.09% | 0.54 |
Motilal Oswal India Growth Strategy | Equity | ₹270 Cr | -3.16% | +3.17% | — | +15.83% | 0.22 |
Motilal Oswal Hockey Stick Multi Cap Portfolio | Equity | ₹10 Cr | -0.42% | +1.71% | — | +4.58% | 0.05 |
Motilal Oswal All cap Growth Strategy | Equity | ₹2 Cr | +2.59% | +1.29% | +2.71% | +10.31% | 0.55 |
Motilal Oswal Mid to Mega Strategy | Equity | ₹1.9K Cr | -3.97% | +0.15% | +24.78% | +21.53% | 1.05 |
Motilal Oswal Hockey Stick Micro Cap Portfolio | Equity | ₹3 Cr | +0.92% | +0.00% | — | +4.57% | — |
Focused Opportunities Strategy | Equity | ₹62 Cr | -3.93% | -1.04% | +27.22% | +18.71% | 1.10 |
Value Migration Strategy | Equity | ₹3.1K Cr | -5.25% | -1.21% | +19.64% | +18.77% | 0.80 |
Motilal Oswal Founders Portfolio | Equity | ₹3.4K Cr | -6.88% | -1.75% | — | +23.77% | 0.82 |
Motilal Oswal Small cap Multifactor Strategy | Equity | ₹4 Cr | -4.63% | -2.62% | +18.30% | +19.15% | 0.60 |
Motilal Oswal Microcap Multifactor Strategy | Equity | ₹3 Cr | -7.08% | -2.82% | — | -2.76% | — |
Motilal Oswal Ethical Strategy | Equity | ₹66 Cr | -5.06% | -3.46% | +16.27% | +10.72% | 0.57 |
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% | — |