Approach backing quality companies shifting from outdated models to emerging market leaders.
+17.81%
3Y annualised returns
+11.88%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
18 Feb '03
Total AUM
₹3,220.20Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.6%
Cash4.4%
Equity market cap split
Mid Cap47.8%
Large Cap28.4%
Small Cap19.4%
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
VA
Vaibhav Agrawal
Fund Manager, Alternate Products
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About
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.
Experience
Over a decade of experience in investment management and analysis.
Investment philosophy
Specializes in stock picking and generating index-beating returns.
Previously worked at
CRISIL
Motilal Oswal Asset Management
Awards
Proven track record of generating index-beating returns and has managed a proprietary PMS.
SL
Shrey Loonker
Senior Vice President – Fund Manager, PMS
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About
Mr Shrey Loonker currently serves as the Senior Vice President – Fund Manager, PMS at Motilal Oswal. He has done Chartered Accountancy from ICAI Mumbai in 2005 and CFA from CFA Institute, USA in 2009. He has an overall 13 years of experience. He was associated with Reliance Nippon Life Asset Management Ltd, in his last role; Reliance Banking as Fund Manager for 11 Years and with Ernst & Young Pvt Ltd, India in Global Taxation Advisory Services for 2 years.
Experience
Over 13 years of professional experience in asset management and advisory.
Investment philosophy
Fund management, with experience in banking funds and global taxation advisory.
Previously worked at
Reliance Nippon Life Asset Management Ltd
Reliance Banking
Ernst & Young Pvt Ltd
SP
Susmit Patodia
Co-Fund Manager
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About
Susmit Patodia has total work experience of 15 years out of which 13 are in the Equity markets. He has worked with Franklin Templeton, Accenture Consulting, Edelweiss Capital and for the last 9 years at Motilal Oswal. He completed his PGDBM from IIM Bangalore in 2005. He is co-managing the fund since Feb 2019
Experience
15 years of total work experience, including 13 years in the equity markets.