Motilal Oswal AMC focuses on ‘High Quality, High Growth’ Portfolios

by Samiksha Chogule

• Motilal Oswal AMC showcases an unwavering focus on Growth, Quality and Robust Risk Management
• Skin in the Game continues – Promoters and fund management team’s investments across its own Mutual Funds, PMSs and AIFs, touching 5000cr

Mumbai, 21 November 2023: Motilal Oswal Asset Management Company (MOAMC) has revealed its investment strategy focussing on ‘High Quality High Growth’ Portfolios. The team also shared its evolved Robust Risk Management framework. The investment strategy is designed to provide investors with a unique and disciplined approach to wealth creation. The portfolios are structured to be more equi-weighted, reflecting a high level of conviction across the entire portfolio rather than relying on a few key holdings.

Motilal Oswal AMC’s Mutual Funds and Alternates (AIF + PMS) AUM have shown a healthy increase; AUM is at ₹ 55,100 crores 15% CAGR in the last three years by the end of 2QFY24. The fund house’s promoters and fund management team continue to show a very high Skin in the Game approach. Their cumulative investments across its own Mutual Funds, PMS and AIFs have touched ₹ 5000cr.

Mr. Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services, said, “Our commitment to excellence and long-term value creation for our investors is at the core of everything we do. We have a unique investment framework. We will continue our disciplined adherence to the QGLP philosophy, underpinning our commitment to delivering long-term value via High Quality, High Growth portfolios.”

Navin Agarwal, MD & CEO of Motilal Oswal AMC said, "In this dynamic market, we will keep a close eye on our investing framework and risk management. This helps us stay agile, adapt to change, and consistently deliver value to our investors. It serves as our compass in navigating the evolving investment landscape and ensuring we remain at the forefront of industry developments.”

On the occasion, Prateek Agrawal, Executive Director, Motilal Oswal AMC said, “We have a strong emphasis on risk control by focusing on high-quality companies with a history of stable performance, thereby reducing portfolio volatility. The investment strategy forms a dominant part of any high-quality, high-growth allocation, providing investors an opportunity to benefit from both quality & growth. Our investment strategy is supported by the strong ideation of our internal investment committee, offering investors the diversification benefits in the market.” Company’s investment strategy includes robust framework for managing sector exposure, profit booking, and implementing stop-loss measures, ensuring a disciplined approach to portfolio management.

“The top 10 stock weights in our portfolios are strategically managed to be in line or lower than industry benchmarks. This helps in diversification while not losing the focus on the risk management,” said Niket Shah, Fund Manager at MOAMC

Akhil Chaturvedi, Chief Business Officer of MOAMC, spoke about the importance of investor sentiments, "We are getting very encouraging responses from our valued investors. Their feedback is helpful for shaping our initiatives and strive to continue to meet their expectations for financial success." 

About Motilal Oswal Asset Management Company: Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs, Portfolio Management Services business, ETFs and Index Funds.