Motilal Oswal Asset Management Company Limited - Portfolio Managers

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

Total AUM

₹18.3K Cr

Years Active

23.6

AUM Change (3M)

+7.7%

AUM Change (1Y)

+17.6%

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
Motilal Oswal India Growth Strategy	Equity	₹351 Cr	+6.28%	+31.24%	-	+22.62%	0.54
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 Midcap Multifactor Strategy	Equity	₹2 Cr	+5.22%	+25.68%	+24.04%	+18.06%	1.22
Motilal Oswal Mid to Mega Strategy	Equity	₹2.5K Cr	+5.21%	+23.53%	+22.04%	+23.74%	1.11
Motilal Oswal Hockey Stick Large Cap Portfolio	Equity	₹13 Cr	+0.37%	+22.50%	-	+21.94%	0.69
Motilal Oswal Ethical Strategy	Equity	₹83 Cr	+4.98%	+20.40%	+14.84%	+14.07%	0.73
Dynamic Allocation Strategy	Hybrid	₹4 Cr	+0.36%	+18.68%	+9.31%	+8.44%	1.99
Motilal Oswal Hockey Stick Multi Cap Portfolio	Equity	₹21 Cr	-0.39%	+16.28%	-	+5.19%	0.05
Focused Opportunities Strategy	Equity	₹69 Cr	-1.39%	+16.08%	+20.41%	+18.84%	0.99
Motilal Oswal Founders Portfolio	Equity	₹4.5K Cr	+6.45%	+14.37%	+20.19%	+26.66%	0.93
Next Trillion Dollar Opportunity Strategy	Equity	₹4.6K Cr	+2.01%	+12.56%	+13.40%	+14.28%	0.54
Motilal Oswal Multi-asset Momentum Strategy	Multi Asset	₹1 Cr	+0.90%	+10.95%	+0.00%	+5.72%	-
Motilal Oswal Microcap Multifactor Strategy	Equity	₹6 Cr	+3.76%	+8.49%	-	+8.50%	0.06
Large Cap Growth Strategy	Equity	₹1 Cr	+3.43%	+6.58%	+0.00%	+12.27%	-
Motilal Oswal Small cap Multifactor Strategy	Equity	₹5 Cr	+4.15%	+6.42%	+12.70%	+20.25%	0.65
Value Migration Strategy	Equity	₹3.3K Cr	+4.44%	+6.10%	+18.09%	+19.05%	0.84
Motilal Oswal Large Cap Momentum Strategy	Equity	₹1 Cr	+3.55%	+5.40%	-	+5.71%	-0.08
Liquid Strategy	Debt	₹124 Cr	+0.33%	+4.49%	+5.26%	+4.94%	-
Motilal Oswal Multifactor Equity Strategy	Equity	₹51 Cr	+0.78%	+4.41%	+13.89%	+13.01%	0.68
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 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%	-