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Asset Management

Buy Right. Sit Tight


Indias only 100% equity fund house with a defined investing philosophy. A highly differentiated asset management company, our endeavor is to offer focused mutual funds, PMS and AIF strategies based only on our core competence which is equity research and investing. We inherit the equity expertise from our sponsor, Motilal Oswal Securities Limited which has over 30 years of experience led by our founder and thought leader Mr. Raamdeo Agrawal. Through his series of 22 annual wealth creation studies our distinct investment philosophy has evolved and is being continuously refined with the application, insights and practical learnings of our experienced equity investment and research team.
Our equity offerings have been riding on our investment philosophy, Buy Right: Sit Tight where Buy Right means buying high-quality growth-oriented companies at a fair price and Sit Tight means staying invested in them over a long time to realize the full growth potential of the underlying business. Coupled with a buy and hold strategy we endeavor to manage portfolios with around 20-25 high conviction holdings and low portfolio churn. 


Buy Right Stock Characteristics

  • ‘Q’uality denotes quality of the business and management.
  • ‘G’rowth denotes growth in earnings and sustained RoE.
  • ‘L’ongevity denotes longevity of the competitive advantage or economic moat of the business.
  • ‘P’rice denotes our approach of buying a good business for a fair price rather than buying a fair business for a good price.

Sit Tight Approach

  • Buy and Hold : We are strictly buy and hold investors and believe that picking the right business needs skill and holding onto these businesses to enable our investors to benefit from the entire growth cycle, needs even more skill.
  • Focus : Our portfolios are high conviction portfolios with 20 to 25 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns for our investors and adding market risk.
OUR PRODUCTS Equity Mutual Funds :
  • Focused 25: A focused scheme with large cap orientation investing in a maximum 25 stocks.
  • Midcap 30: A mid cap fund looking to identify growth oriented companies with reasonable track record and a significant longevity of estimated growth in the future; with ability to scale into large cap over time.
  • Multicap 35: A multicap fund with upto 35 stocks and the ability to calibrate exposure across large cap, mid cap and small cap depending on conviction of ideas and underlying value. This is our flagship fund.
  • Motilal Oswal Long Term Equity Fund – A multicap equity linked savings scheme with a statutory lock in of 3 years and tax rebate under sec 80C of the Income Tax Act.
  • Motilal Oswal Dynamic Fund: An Equity oriented fund that dynamically calibrates equity exposure based on a time tested proprietary valuations index called Motilal Oswal Value Index, while parking the non equity component into high quality liquid fixed income assets.
Portfolio Management Services (PMS) :
  • Value Strategy: A pre-dominantly large cap oriented portfolio with 15 years track record.
  • Next Trillion Dollar Opportunity: A multicap portfolio with 11 years track record. Originally started as a midcap strategy in Dec 2007; gradually transformed to multicap as a testimony to the success of holding high quality midcap companies for 5-7 years and held on basis their sustained growth potential and competitive advantage.
  • India Opportunities Portfolio Strategy: A highly focused small and midcap portfolio looking to identify tomorrow's large caps.
Mutual Fund invests are subject to market risks, read all scheme related documents carefully.
Business Highlights
  • Portfolio Management Services AUM over   15,400 Crore.
  • Mutual Fund AUM over   19,400 Crore.
  • Awarded Best Portfolio Manager at the ASSOCHAM Capital Markets Intermediaries Excellence Awards 2017.
  • Ranked among Asia’s Top 100 Money Managers by Institutional Investor Magazine.
  • Awarded Best Equity House (3 Years) at Thomson Reuters Lipper Fund Awards 2018.
people
  • Raamdeo Agrawal Chairman

    Raamdeo Agrawal is the man behind the strong research capabilities at Motilal Oswal Financial Services Ltd. He is a Chartered Accountant and the Joint Managing Director of Motilal Oswal Financial Services Limited (MOFSL) and also the co-founder of Motilal Oswal Securities Limited (MOSL). A keen believer and practitioner of the QGLP philosophy, his wealth creation insights and decades-rich experience have played a pivotal role in MOFSL, transforming it from a small stock broking firm to a well-diversified financial services company.

    Mr. Agrawal is an Associate of Institute of Chartered Accountants of India and also a member of the National Committee on Capital Markets of the Confederation of Indian Industry. He has received the "Rashtriya Samman Patra" awarded by the Government of India for being amongst the highest Income Tax payers in the country for a period of 5 years from FY95–FY99. He was also conferred with the ‘Special contribution to Indian Capital Market Award’ by Zee Business in 2011.

    Mr. Agrawal has been authoring the annual Motilal Oswal Wealth Creation Study since 1996. In 1986, he wrote the book ‘Corporate Numbers Game’, along with co-author, Ram K Piparia. He has featured on `Wizards of Dalal Street on CNBC TV 18` and also compiled a book of investing insights called ‘Wealth Creation Thoughts’.

  • Aashish Somaiyaa Managing Director & Chief Executive Officer

    Aashish brings with him rich and varied experience - with more than 13 years in sales and distribution, channel management, product development and institutional sales from ICICI Prudential AMC and a brief stint at project management with Bharti AXA Investment Managers.

    His last assignment was with ICICI Prudential AMC, as Senior VP & Head - Retail Business where he was responsible for sales, distribution and product development of Mutual Fund, PMS and Real Estate offerings through retail distribution, banking and private wealth management channels across India and UAE.

    Mr. Somaiyaa holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from NMIMS, Mumbai.

    Mr. Somaiyaa joined Motilal Oswal Group in 2013 and is the Managing Director & CEO at Motilal Oswal Asset Management Company Ltd.