Motilal Oswal Asset Management Company Ltd – Portfolio Management Services (PMS)

The Motilal Oswal Group possesses over thirty years of extensive experience in the equity domain, earning significant recognition for its profound knowledge of the Indian capital markets. Motilal Oswal Asset Management Company (MOAMC), under the esteemed chairmanship of Mr. Raamdeo Agrawal, a distinguished figure in the investment community, has established itself as a frontrunner in the Portfolio Management Services (PMS) sector. MOAMC boasts a performance history exceeding two decades and is also a recognized leader in Category III Alternative Investment Funds (AIFs) operating under a Long Only strategy. With a strong operational footprint throughout India and a growing international presence, MOAMC adheres to an investment methodology anchored in the principles of High Quality and High Growth. A cornerstone of this methodology is the proprietary QGLP framework, which encompasses Quality, Growth, Longevity, and Price. This underlying philosophy underpins MOAMC's long-term, research-intensive strategy for wealth generation.

AUM (₹ Cr)

14333.55

Clients

13605

Strategies

8

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Motilal Oswal Asset Management Company Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Value Migration Multi Cap & Flexi Cap -10.67% 21.11% 16.64% Feb 2003
NTDOP Multi Cap & Flexi Cap -5.82% 14.50% 12.00% Aug 2007
Mid to Mega Strategy Small & Mid Cap -8.34% 25.99% 18.77% Dec 2019
Ethical Strategy Multi Cap & Flexi Cap -8.13% 17.88% Jun 2021
Multifactor Equity Multi Cap & Flexi Cap -0.15% 20.68% May 2021
Founders Multi Cap & Flexi Cap -11.88% Mar 2023
India Growth Strategy Multi Cap & Flexi Cap -9.38% Nov 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Motilal Oswal Asset Management Company Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Motilal Oswal Founders Fund Series 1

Multi Cap & Flexi Cap -11.37% Feb 2023

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Abhishek Anand

Fund Manager

With over two decades of dedicated experience in equity markets, including more than ten years in fund management, Abhishek brings a wealth of expertise. His professional journey encompasses roles at distinguished institutions such as CMIE, SBI Capital Markets Limited, and Dun & Bradstreet. Most recently, in his capacity as Portfolio Manager at Centrum, he achieved commendable performance outcomes. Abhishek holds a certification as a Treasury Manager and is a postgraduate with a Master of Management Studies from Mumbai University.

Mr. Bijon Pani

Fund Manager

Dr. Bijon Pani, Ph.D., brings over 12 years of extensive experience in quantitative investment management, encompassing both global and Indian markets. His responsibilities include overseeing quantitative strategies within Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), in addition to leading quantitative research initiatives. Prior to his current role, Dr. Pani held positions at prominent institutions such as NJ Asset Management Company (AMC), IDFC AMC, Barclays Capital, and Eden Financial. He also served as a visiting faculty member at XLRI Jamshedpur. Dr. Pani holds a Ph.D. in Finance from EDHEC, France, with a specialization in factor investing. Further academic qualifications include a Master of Science (MS) in Finance from the London Business School and a Master of Science (MSc) in Computer Science from the University of Oxford.

Mr Dhaval Mehta

Fund Manager

Mr. Dhaval Mehta possesses over 14 years of extensive experience in equity research and portfolio management. Previously, he held the position of Portfolio Manager at Aditya Birla Sunlife AMC. In this role, he was responsible for managing assets under management (AUM) exceeding approximately ₹3700 crore and consistently achieved strong performance across diverse market cycles. His prior professional engagements include roles at ASK Investment Managers, Emkay Global Financial Services, Ventura Securities, and Infosys.

Mr. Vaibhav Agrawal

CIO - Alternates & Fund Manager

Vaibhav Agrawal oversees approximately ₹10,000 crore in Assets Under Management (AUM) at Motilal Oswal Asset Management, specifically within their alternative investment strategies. His prior experience includes managing a proprietary Portfolio Management Service (PMS) and possesses over ten years of demonstrated expertise in equity selection and achieving alpha generation. His professional background encompasses roles as a ratings analyst at CRISIL and an investment analyst at Motilal Oswal Asset Management. He holds a Bachelor of Science in Computer Science from the University of Pennsylvania and a Master of Business Administration from the London Business School.

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Regulatory Information

SEBI Registration: INP000000670

Registered Office: 10Th Floor, Motilal Oswal Tower,Rahimtullah Sayani Road, Prabhadevi, Mumbai, Maharashtra India-400025

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)