PMS Company
Motilal Oswal Asset Management
The 'QGLP' framework — Quality business & management, Growth, Longevity, at a reasonable Price.
- Strategies
- 7
- Fund managers
- See strategies
- SEBI registration
- Verify on the SEBI Portfolio Managers list
- Official website
- Visit ↗
Overview
Motilal Oswal Asset Management runs 7 portfolio management strategies in our database, spanning 3 categories (Large Cap, Mid & Small Cap, Multi Cap). Across the 6 of its strategies with a three-year record, the average three-year annualised return is 17.32%, ranging from +13.40% (Motilal Oswal Next Trillion Dollar Opportunity (NTDOP)) to +23.51% (Motilal Oswal Mid to Mega). The 'QGLP' framework — Quality business & management, Growth, Longevity, at a reasonable Price. All figures are sourced from public disclosures and dated; PMS in India carries a ₹50 lakh minimum and market risk.
Ranked by 3-year CAGR among this company's strategies with at least 3 years of history. Not an investment recommendation.
Not publicly available · Mid & Small Cap · Benchmark N/A
1Y
+12.19%
3Y CAGR
+23.51%
5Y CAGR
+13.96%
As of 31 July 2026 · Source: ShareScart (Accord Fintech data)
Strategies
| Strategy | Manager | Category | 1Y | 3Y CAGR | 5Y CAGR | As of |
|---|---|---|---|---|---|---|
| Motilal Oswal Value Migration Strategy | Not publicly available | Large Cap | +6.10% | +18.09% | +14.53% | 31 August 2026 |
| Motilal Oswal Next Trillion Dollar Opportunity (NTDOP) | Not publicly available | Mid & Small Cap | +12.56% | +13.40% | +8.69% | 31 August 2026 |
| Motilal Oswal Mid to Mega | Not publicly available | Mid & Small Cap | +12.19% | +23.51% | +13.96% | 31 July 2026 |
| Motilal Oswal Ethical Strategy | Not publicly available | Multi Cap | +20.40% | +14.84% | +12.75% | 31 August 2026 |
| Motilal Oswal Multifactor Equity | Not publicly available | Multi Cap | +4.41% | +13.89% | +11.10% | 31 August 2026 |
| Motilal Oswal Founders | Not publicly available | Multi Cap | +14.37% | +20.19% | N/A | 31 August 2026 |
| Motilal Oswal India Growth StrategyLimited | Not publicly available | Multi Cap | +31.24% | N/A | N/A | 31 August 2026 |
Returns ≤1 year are absolute; multi-year returns are annualised (CAGR). Data as of each row's date. Past performance is not indicative of future results.
Frequently asked questions
How many PMS strategies does Motilal Oswal Asset Management offer?
We track 7 Motilal Oswal Asset Management strategies across Large Cap, Mid & Small Cap, Multi Cap. You can see each one, with returns and the fund manager, in the table on this page.
Which Motilal Oswal Asset Management strategy has performed best?
By three-year annualised return in our dataset, Motilal Oswal Mid to Mega leads with +23.51% (as of 31 July 2026). This is a factual ranking of reported returns, not a recommendation — past performance is not indicative of future results.
What is the minimum investment for Motilal Oswal Asset Management PMS?
As with every Portfolio Management Service in India, SEBI mandates a minimum investment of ₹50 lakh.
Is Motilal Oswal Asset Management PMS registered with SEBI?
Portfolio Managers in India must be registered with SEBI. You can verify Motilal Oswal Asset Management's current registration on the official SEBI list of registered Portfolio Managers linked on this page.
Disclosure. Past performance is not indicative of future results. PMS investments are subject to market risks. This information is for research and education only and is not investment advice or a recommendation. Verify current details on Motilal Oswal Asset Management's official website and the SEBI list of registered Portfolio Managers.
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