Motilal Oswal Asset Management Company Limited - Portfolio Managers

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

Total AUM

₹17.5K Cr

Years Active

23.7

AUM Change (3M)

+0.1%

AUM Change (1Y)

+10.7%

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%	-
Motilal Oswal India Growth Strategy	Equity	₹348 Cr	-4.30%	+23.83%	-	+20.09%	0.44
Motilal Oswal Mid to Mega Strategy	Equity	₹2.5K Cr	-4.18%	+20.23%	+19.95%	+22.65%	1.00
Dynamic Allocation Strategy	Hybrid	₹4 Cr	+0.36%	+18.68%	+9.31%	+8.44%	1.99
Motilal Oswal Midcap Multifactor Strategy	Equity	₹2 Cr	-6.96%	+16.46%	+17.03%	+16.03%	1.02
Motilal Oswal Ethical Strategy	Equity	₹83 Cr	-4.96%	+11.15%	+12.85%	+12.76%	0.60
Motilal Oswal Multi-asset Momentum Strategy	Multi Asset	₹1 Cr	+0.90%	+10.95%	+0.00%	+5.72%	-
Motilal Oswal Small cap Multifactor Strategy	Equity	₹5 Cr	+0.28%	+8.56%	+11.93%	+19.91%	0.64
Focused Opportunities Strategy	Equity	₹65 Cr	-5.86%	+7.52%	+17.23%	+18.09%	0.85
Motilal Oswal Microcap Multifactor Strategy	Equity	₹9 Cr	-0.35%	+6.98%	-	+7.84%	0.03
Large Cap Growth Strategy	Equity	₹1 Cr	+3.43%	+6.58%	+0.00%	+12.27%	-
Motilal Oswal Founders Portfolio	Equity	₹4.3K Cr	-5.20%	+6.08%	+17.81%	+24.09%	0.81
Motilal Oswal Hockey Stick Large Cap Portfolio	Equity	₹12 Cr	-8.75%	+5.81%	-	+17.15%	0.42
Liquid Strategy	Debt	₹129 Cr	+0.33%	+4.43%	+5.19%	+4.94%	-
Motilal Oswal Hockey Stick Multi Cap Portfolio	Equity	₹19 Cr	-7.83%	+3.94%	-	+1.80%	-0.11
Next Trillion Dollar Opportunity Strategy	Equity	₹4.2K Cr	-6.60%	+3.12%	+10.10%	+13.81%	0.38
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	₹46 Cr	-4.09%	-0.91%	+9.16%	+11.93%	0.57
Value Migration Strategy	Equity	₹3.1K Cr	-5.09%	-1.38%	+15.69%	+18.72%	0.71
Motilal Oswal Large Cap Momentum Strategy	Equity	₹1 Cr	-7.36%	-6.32%	-	+2.70%	-0.24
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%	-