Motilal Oswal MF Crosses $1 Billion Equity AUM Mark

Motilal Oswal AMC crosses $1 billion Equity AuM mark

Becomes the equity AMC with single investment philosophy and focused product range to do!

Motilal Oswal Asset Management Company Ltd., one of the fastest growing Asset Management Companies in India has crossed the $ 1 billion in equity Assets Under Management (AUM) mark in June 2015 registering itself into an elite club. Overall, Motilal Oswal PMS contributed to Rs. 3742.72 crores (USD 586.63 mn) [as on June 19, 2015], followed by its MF Equity AUM, which stood at Rs. 2778.08 crores (USD 435.43 mn) [as on June 19, 2015] Other products like equity ETFs for Rs. 186.33 crores (USD 29.20 mn) as on June 19, 2015. Please refer to the Disclosure on AUM as Annexure I & II. 

The achievement is special considering the AMC manages chiefly only 2 PMS Strategies and 4 open ended equity mutual fund schemes based on its unique investment philosophy.

On this occasion, Mr. Raamdeo Agrawal, Chairman, Motilal Oswal Asset Management Company, said, “At Motilal Oswal Financial Services Group, it is our endeavour to create wealth for Indian investors through equity investing. We would like to leverage our experience of over 2 decades refined over 19 years of wealth creation studies and 13 years of active management track record through our market leading Portfolio Management Services offerings. Based on our experience of wealth creation studies and that of managing our PMS, we have now created our highly focused range of open ended equity funds. We have high conviction in the outcomes from our investment ­­­­­­­­­­­­­­­­­­­­­­­­­philosophy and process. This confidence is manifested by way of our proprietary investments through MOFSL group entities and promoters’ personal portfolios to the tune of over Rs 1,200 crores in these mutual fund schemes. We invest exactly where our client’s money is being invested.”

Mr. Raamdeo Agrawal, Chairman,
Motilal Oswal Asset Management Company

Taking a long-term approach, MOAMC’s investment philosophy is centered on two critical pillars of equity investing, Buy Right - Sit Tight. Buy Right signifies buying quality companies at a reasonable price, whereas Sit Tight indicates staying invested in them for a longer duration, to ensure participation in the entire growth cycle of the company. Buying Right is ensured by Motilal Oswal AMC’s proprietary a stock picking process called “Q-G-L-P” which helps in evaluating ‘Quality’ of the business management, ‘Growth’ in the earnings, ‘Longevity’ of the competitive advantage and the approach of buying a good business at a fair ‘Price’, rather than buying a fair business at a good price. 

MOAMC has achieved the distinction within a short span of 2 years from launching the open ended funds with close to ninety thousand investors under its various schemes as of June 2015.

Mr. Aashish P Somaiyaa, MD & CEO, Motilal Oswal Asset Management Company added, “Motilal Oswal AMC strongly believes that the performance is an outcome of processes both on the investments as well as business development side of the organization. While we can never guarantee outcomes on performance, what we can guarantee is that we will do our best to execute processes faithfully and consistently with refinements where needed.”

 

Mr.Aashish P Somaiyaa, MD & CEO,
Motilal Oswal Asset Management Company.

The MOAMC team which steered MOAMC across $ 1 billion equity AuM mark comprises Mr. Manish Sonthalia, Sr. Vice President & Head – Equity Portfolio Management Services, Mr. Taher Badshah, Sr.  Vice President & Head – Equity Mutual Funds, Mr. Siddharth Bothra – Sr. Vice President & Co-Fund Manager and Mr. Gautam Sinha Roy, Vice President & Fund Manager. The business development team led by Mr. Akhil Chaturvedi, Sr. Vice President & Head – Sales and Distribution and Mr. Praveen Ladia, Vice President & Head – Private Clients Distribution played a key role in ensuring the highly differentiated message of Motilal Oswal AMC which puts process before performance is carried amongst distribution partners and investors.

About Motilal Oswal Asset Management Company..!

Motilal Oswal Asset Management Company is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. 

It provides Investment Management and Advisory Services to investors based within and outside India and having Portfolio Management Services business, ETFs and Mutual Funds.

Disclaimers :

Past performance may or may not be sustained in future.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully

For more information please contact: 

Daniel Blue Lotus Communications Mob: +91 9500055980

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