Motilal Oswal PMS or Portfolio Management – Performance, Cost, Support & more
Motilal Oswal PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Motilal Oswal Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Motilal Oswal PMS - Snapshot
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Overview of Motilal Oswal Portfolio Management Services
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Motilal Oswal PMS Returns or Performance
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Motilal Oswal PMS Investment Strategies
| Strategy Name | Value Migration | NTDOP | BOP | Ethical Strategy | Multifactor Equity | Founders | Mid to Mega Strategy | India Growth Story |
| Start Date | 18-Feb-03 | 03-Aug-07 | 18-Dec-17 | 08-Jun-21 | 06-May-21 | 16-Mar-23 | 24-Dec-19 | 01-Nov-23 |
| Category | Multi Cap | Multi Cap | Multi Cap | Multi Cap | FlexiCap | Multi Cap | Small & Mid Cap | Multi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 TRI |
| AUM (Rs.) | Rs.2567.73 Cr. | Rs.6205.99 Cr. | Rs.1514.1 Cr. | Rs.75.76 Cr. | Rs.62.74 Cr. | Rs.2094.37 Cr. | Rs.1759.33 Cr. | Rs.104.53 Cr. |
| No. of Stocks | 24 | 27 | 14 | Not Disclosed | 21 | Not Disclosed | 21 | NA |
| 1 Yr. Return | 54.11% | 39.79% | 43.55% | 42.68% | 47.40% | 57.02% | 52.03% | NA |
| 3 Yr. Return | 23.55% | 12.20% | 20.02% | 17.08% | 18.06% | NA | 19.62% | NA |
| 5 Yr. Return | 20.57% | 15.78% | 19.12% | NA | NA | NA | NA | NA |
| Fund Manager | Mr. Shrey Loonker | Mr. Vaibhav Agrawal | Mr. Atul Mehra | Mr. Vaibhav Agrawal | Mr. Sankaranarayanan Krishnan | Mr. Vaibhav Agrawal | Mr. Rakesh Tarway | Mr. Vaibhav Agarwal |
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Motilal Oswal Portfolio Management - Investment Facilities
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Motilal Oswal PMS - SEBI Details
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Motilal Oswal Portfolio Management Services - Eligibility Criteria
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Motilal Oswal Portfolio Management - Documents Required
PMS Agreement
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