Motilal Oswal Asset Management Company crosses ?1.5 Lakh Crores in AUM

Strengthens Position as a Growth-Focused Fund House

Mumbai,July 1, 2025: Motilal Oswal Asset Management Company Limited (‘MOAMC’)has achieved a significant milestone with its Assets Under Management (AUM)crossing ?1.5 lakh crores across Mutual Funds (Active & Passive), Portfolio Management Services (‘PMS’) and Category-III Alternative Investment Funds (‘AIFs’).

Over the past five years, MOAMC has delivered a robust 34% CAGR in AUM, rising from?35,180 crores in June 2020. This growth is anchored in the AMC’s clear and consistent focus on high-quality, earnings-led growth investing.

MOAMC today serves ~79 lakh customers across 200+ locations in India and manages ~95 lakh unique folios across its product offerings. Its AUM composition includes ~?84,300 crores in Active Mutual Funds, ~?33,600 crores in Passive Mutual Funds, ~?15,000 crores in PMS, and ~?17,100 crores in AIFs, underscoring the company’s scale and multi-platform capabilities.

The AMC has seen a steadily gained a share in incremental mutual fund flows. InF Y25, it captured a 7.8% share of net sales in Growth/Equity-oriented mutual fund schemes, up from 1.9% in FY24. Total net flows for FY25 stood at ?48,450 crores, with Systematic Investment Plans(SIPs) contributing ?9,256 crores.

This scale reflects the confidence that investors and distribution partners have shown in  MOAMC’s distinct investment philosophy. The AMC has developed a focused approach as a growth-oriented asset manager, aiming to identify businesses with strong-earnings compounding businesses potential across emerging and underpenetrated segmentsof the market.

Mr.Navin Agarwal, Group Managing Director, Motilal Oswal Financial Services Ltd.(‘MOFSL’), said, “Crossing ?1.5 lakh crores in AUM is a significant milestone that reflects our commitment to equities and long-term investing. This achievement underscores the strength of our philosophy, backingquality businesses with sustainable growth potential. MOAMC’s trajectory results from disciplined execution and a sharp focus on building high-conviction, research-driven portfolios.”

Mr.Prateek Agrawal, MD & CEO, MOAMC, said, “Reaching?1.5 lakh crores in AUM reflects our clients'' conviction in our high-quality,high-growth investment philosophy, and the relentless execution by our talented teams. Our focus remains on identifying scalable businesses with sustainable earnings momentum and building high-conviction portfolios meaningfully differentiated from the index.”

“We thank our investors for the confidence they have place din us and remain committed to helping them achieve their long-term financial goals. This milestone inspires us to innovatefurther, expand our reach, and deepen client relationships as we step into the next phase of growth,” added Mr Prateek Agrawal.

MOAMC has been at the forefront of financial innovation, expanding its offerings across mutual funds, PMS, AIFs, ETFs and international strategies. MOAMC remains focused on the future, guided by its investment philosophy and commitment to long-term investing.”

With this milestone, MOAMC reaffirms its commitment to delivering differentiated outcomes,backed by clarity of philosophy, strong research, and conviction-led execution.

About MOAMC:

Motilal Oswal Group possesses a legacy of over 30 years in equities. MOAMC, incorporated on November 14, 2008, is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It provides investment management and advisory services across Mutual Funds, PMS, and AIFs for domestic and global investors,as permitted under applicable regulations.

Source: MOAMC

Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable.The information contained in this document is for general purposes only and nota complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article areas on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may includes tatements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. The AUM figures include assets under management across Mutual Funds (Active and Passive), PMS, and Category-IIIAIFs. AUM growth is not indicative of scheme performance or investor returns.  The usage of the terms Hi-Quality and Hi-Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy/ process which is based on qualitative and quantitative research parameters. However, it does not offer any guarantee on returns.  This is a sectoral fund focused on the services sector and excludes manufacturing companies. Performance may vary significantly from the broader market and involves sector-specific risks. Past performance or sector trends do not guarantee future returns. Readers shall befully responsible/liable for any decision taken on the basis of this article. 

Assets Under Management as on 31st March 2025 (in Lakhs) includes: Liquid Fund: 98,340.58 | Debt: 51,704.82 |Hybrid: 160,032.60 | Equity: 6518806.91 | Solution Oriented Schemes: 0 | Index Funds: 1,671,400.04 | Gold ETF: 0 | Other ETF: 969,532.24 | FOF Overseas:2,911.51 Geographical Spread (%): Top 5 Cities: 52.27 | Next 10 Cities: 12.80 |Next 20 Cities: 6.25 | Next 75 Cities: 7.70| Others: 20.99.

MutualFund investments are subject to market risks. Read all scheme related documents carefully.

For further details, contact:
Rohini Kute
Head of Group Corporate Communication,
Motilal Oswal Financial Services
Mobile: 9820196838
Mail: rohini.kute@motilaloswal.com