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Motilal Oswal AMC PMS

Scheme Rating

IME Scheme Rating

4 of 5 stars

Small & Midcap Focused Strategy: It aims to deliver superior returns by investing in stocks from sectors that can benefit from India’s emerging businesses, predominantly investing in Small and Midcap stocks with a focus on identifying potential winners. There is a clearly defined investment philosophy of long-term investing in high-quality companies that meet Motilal’s QGLP Philosophy (Quality, Growth, Longevity, Price).

IME Strategy Rating

1 of 5 stars

Not a top recommendation (at this time) due to weak recent performance: Motilal PMS comes with a very high level of pedigree. Co-founded by a highly-respected and pedigreed investor, Motilal has a number of advantages – stability of its core PMS investment team, very strong investment processes, a very clearly defined investment philosophy and the benefits of the backing of a strong broking & MF business. However, this strong pedigree has failed to reflect in the performance of the strategies (which have been weak, especially in recent years), which results in a lower 3-star rating for one of the more established PMS providers.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Motilal Oswal AMC PMS

Type: Flexi Cap | | AUM ( cr) | Inc Date (14.4)

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Motilal AMC Opportunity -20.7 38.1 9.8 -5 -27.7 44.5 21.5 1.3 47.1
S&P BSE 500 TRI 4.8 30.3 18.3 9 -1.8 37.6 4.2 -0.1 38.2
Alpha (over Broad Mkt BM) -25.5 7.8 -8.5 -14 -25.9 6.9 17.3 1.4 8.9
Nifty Midcap 150 1.8 45.1 23.9 -0.3 -13.2 53 4.4 8 59.4
Alpha (over Category BM) -22.5 -7 -14.1 -4.7 -14.5 -8.5 17.1 -6.7 -12.3

Fund Managers

Motilal AMC Opportunity

Wait for performance to improve: While Motilal has all the required credentials for a strong PMS strategy, continued underperformance in recent years with limited signs of strategies to turn around the same, lead to us not recommending Motilal IOP at this time. We would wait for clearer signs of performance to improve before recommending the same. Wait for performance to improve: While Motilal has all the required credentials for a strong PMS strategy, continued underperformance in recent years with limited signs of strategies to turn around the same, lead to us not recommending Motilal IOP at this time. We would wait for clearer signs of performance to improve before recommending the same. Small & Midcap Focused Strategy: It aims to deliver superior returns by investing in stocks from sectors that can benefit from India’s emerging businesses, predominantly investing in Small and Midcap stocks with a focus on identifying potential winners. There is a clearly defined investment philosophy of long-term investing in high-quality companies that meet Motilal's QGLP Philosophy (Quality, Growth, Longevity, Price).Small & Midcap Focused Strategy: It aims to deliver superior returns by investing in stocks from sectors that can benefit from India’s emerging businesses, predominantly investing in Small and Midcap stocks with a focus on identifying potential winners. There is a clearly defined investment philosophy of long-term investing in high-quality companies that meet Motilal's QGLP Philosophy (Quality, Growth, Longevity, Price).Not a top recommendation (at this time) due to weak recent performance: Motilal PMS comes with a very high level of pedigree. Co-founded by a highly-respected and pedigreed investor, Motilal has a number of advantages - stability of its core PMS investment team, very strong investment processes, a very clearly defined investment philosophy and the benefits of the backing of a strong broking & MF business. However, this strong pedigree has failed to reflect in the performance of the strategies (which have been weak, especially in recent years), which results in a lower 3-star rating for one of the more established PMS providers.Not a top recommendation (at this time) due to weak recent performance: Motilal PMS comes with a very high level of pedigree. Co-founded by a highly-respected and pedigreed investor, Motilal has a number of advantages - stability of its core PMS investment team, very strong investment processes, a very clearly defined investment philosophy and the benefits of the backing of a strong broking & MF business. However, this strong pedigree has failed to reflect in the performance of the strategies (which have been weak, especially in recent years), which results in a lower 3-star rating for one of the more established PMS providers.Stable Investment Team backed by a strong co-founder: While the PMS is actively run by Manish Sonthalia (a fund manager with a strong track record in his own right), the overall strategy and processes continue to be overseen by Ramdeo Agarwal. Individual fund managers (ex-CIO) have a moderate level of experience, but this is backed by the strong processes driven from the top and the in-house expertise of the group in research (across its broking & MF business).Stable Investment Team backed by a strong co-founder:mWhile the PMS is actively run by Manish Sonthalia (a fund manager with a strong track record in his own right), the overall strategy and processes continue to be overseen by Ramdeo Agarwal. Individual fund managers (ex-CIO) have a moderate level of experience, but this is backed by the strong processes driven from the top and the in-house expertise of the group in research (across its broking & MF business).Seasoned Fund: Funds with a 10+ year track record are highly seasoned, having witnessed multiple market cycles.Seasoned Fund: Funds with a 10+ year track record are highly seasoned, having witnessed multiple market cycles.Performance: Motilal's IOP strategy has seen very strong underperformance, with the strategy failing to beat the benchmark in 8 out of the last 10 calendar years. The strategy has accordingly also underperformed the benchmark since inception. Performance: Motilal's IOP strategy has seen very strong underperformance, with the strategy failing to beat the benchmark in 8 out of the last 10 calendar years. The strategy has accordingly also underperformed the benchmark since inception.

AMC

AMC: (click link for detailed AMC review)