Seeks to outperform the broader market over the investment cycle.
+14.82%
3Y annualised returns
+11.88%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
06 May '21
Total AUM
₹56.08Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity91.3%
Cash8.7%
Equity market cap split
Large Cap38.4%
Mid Cap28.9%
Small Cap24.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
BP
Bijon Pani
Sr. Fund Manager - Quant investments
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About
Bijon Pani with 12+ yesrs' global and Indian quant investment experience, leads AIF/PMS strategies & research. Past roles include NJ AMC, IDFC AMC, Barclays capital. and Eden financials. Holds a Ph.D. in Finance (factor investing) from EDHEC, France, MS in Finance from London Business school, MSc in Computer Science from Oxford
SK
Sankaranarayanan Krishnan
Quant Fund Manager, PMS & AIF Schemes
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About
Sankaranarayanan Krishnan is Quant Fund Manager for PMS and AIF schemes at Motilal Oswal Asset Management Company Ltd. In addition to his primary responsibility of fund management, he is also spearheading factor and quantitative research at the firm. He has over 9 years of experience in capital markets, largely focused on the design, research and management of quantitative investment strategies. In his previous engagement he was managing a proprietary portfolio using multifactor models at Alpha Alternatives, an alternative investment manager. Prior to that he was working as a senior quantitative researcher at Morgan Stanley Capital International, where he was structuring multi-factor and ESG solutions for global Pension and Sovereign Wealth Fund clients. Sankaranarayanan is an engineer from the National Institute of Technology, Nagpur and an MBA from the Indian Institute of Management, Indore.
Experience
Over 9 years of experience in capital markets focused on quantitative investing.
Investment philosophy
Specializes in the design, research, and management of quantitative investment strategies.
Previously worked at
Alpha Alternatives
Morgan Stanley Capital International
Awards
Spearheads factor and quantitative research at the firm. Previously managed a proprietary portfolio using multifactor models and structured multi-factor/ESG solutions for global pension and sovereign wealth fund clients.