Motilal Oswal Group carries a legacy of over three decades in equities and is widely respected for its deep-rooted expertise in the Indian capital markets. Motilal Oswal Asset Management Company (MOAMC), chaired by Mr. Raamdeo Agrawal — one of the most revered names in the investing world — has been a pioneer in the Portfolio Management Services (PMS) space with a performance track record spanning over 20 years & is also a recognized leader in Long Only Category III Alternative Investment Funds (AIFs). With a robust presence across India and an expanding global reach, MOAMC follows an investment style built on the philosophy of High Quality, High Growth. Central to this approach is the proprietary QGLP framework — standing for Quality, Growth, Longevity, and Price. This philosophy forms the cornerstone of MOAMC’s long-term, research-driven approach to wealth creation.
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| 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.
| 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.
Fund Manager
Abhishek has over 20 years of experience in equities with more than 10 years of Fund Management experience. He has worked with organizations like CMIE, SBI Capital Markets Limited, Dun & Bradstreet. In his last stint with Centrum he worked as Portfolio Manager and generated strong performance. He is certified treasury manager and completed his Masters in Management Studies from Mumbai University.
Fund Manager
Dr Bijon Pani, Ph.D. has over 12 years’ experience in quantitative investment management both globally and in India. He manages the quant strategies in AIF and PMS and also heads the quant research. He has previously worked at NJ AMC, IDFC AMC, Barclays Capital and Eden Financial. He was also a visiting faculty at XLRI Jamshedpur. Bijon has a Ph.D in Finance with specialization in factor investing from EDHEC, France. He also has a MS in Finance from London Business School and MSc in Comupter Science from Oxford University
Fund Manager
Dhaval Mehta brings 14+ years of experience in equity research and portfolio management Prior to joining MOAMC, Dhaval was working with Aditya Birla Sunlife AMC as portfolio Manager, where he used to manage over ~3700 Crs AUM and has been delivered stellar performance across the investment cycles Prior to Aditya Birla Sunlife AMC, he has worked with ASk investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys.
CIO - Alternates & Fund Manager
Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Get in touch with our investment advisors to learn more about Motilal Oswal Asset Management Company Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000000670
Registered Office: 10Th Floor, Motilal Oswal Tower,Rahimtullah Sayani Road, Prabhadevi, Mumbai, Maharashtra India-400025
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
