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Motilal Oswal AMC PMS

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

IME Strategy Rating

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 | GARP | AUM ( cr) | Inc Date (6.4)

Investment Philosophy

  • Great Business: well managed, scalable long-term opportunity, strong returns on incremental capital, strong execution & governance track record
  • Attractive Valuations: aim to identify businesses where the estimated intrinsic value is significantly different from market prices
  • Focus on stocks: as compared to focusing on the macro
  • Avoid businesses with red flags: poor corporate governance, weak incremental ROCEs, potential obsolescence risk

STRONG INVESTMENT CULTURE

White Oak’s Investment Culture is driven by

  • Team of local experts with global experience: strong culture of performance aligned with client portfolio
  • Time Tested Processes: driven by disciplined fundamental research & a proprietary OpcoFinco analytical framework that has been honed over 2 decades
  • Bottom up Stock Selection based philosophy: Buy great businesses at Attractive values | Invest in businesses, don’t bet on macro
  • Balanced Portfolio Construction: Aim to drive performance through stock-selection & not top-down bets on macro factors

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Motilal AMC Invest Opportunity V2
S&P BSE 500 TRI
Alpha (over Broad Mkt BM)
Nifty Midcap 150
Alpha (over Category BM)

Fund Managers

Motilal AMC Invest Opportunity V2

Not under coverage: This scheme is currently not under our coverage universe.Not under coverage: This scheme is currently not under our coverage universe.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).Mature Fund: With a 5 year+ track record, the fund has matured and investors should have an ability to guage performance of the fund across market condititions.Mature Fund: With a 5 year+ track record, the fund has matured and investors should have an ability to guage performance of the fund across market condititions.

AMC

AMC: (click link for detailed AMC review)