Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
Motilal Oswal Dynamic Fund (Div-A) - 11.4554Motilal Oswal Dynamic Fund (Div-Q) - 11.2988Motilal Oswal Dynamic Fund (G) - 12.1781Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.8971Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.4631Motilal Oswal Dynamic Fund-Dir (G) - 12.5651Motilal Oswal Equity Hybrid Fund - Direct (G) - 10.4348Motilal Oswal Equity Hybrid Fund - Regular (G) - 10.2882Motilal Oswal Focused 25 Fund - Direct (D) - 16.8328Motilal Oswal Focused 25 Fund - Direct (G) - 22.8517Motilal Oswal Focused 25 Fund (D) - 15.1965Motilal Oswal Focused 25 Fund (G) - 20.9677Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0208Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0719Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0863Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0129Motilal Oswal Liquid Fund - Direct (G) - 10.4006Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0202Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0708Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0724Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0199Motilal Oswal Liquid Fund - Regular (G) - 10.3902Motilal Oswal Long Term Equity Fund (D) - 14.4102Motilal Oswal Long Term Equity Fund (G) - 16.2629Motilal Oswal Long Term Equity Fund -Dir (D) - 15.4127Motilal Oswal Long Term Equity Fund -Dir (G) - 17.304Motilal Oswal Midcap 30 Fund (D) - 16.6645Motilal Oswal Midcap 30 Fund (G) - 23.2775Motilal Oswal Midcap 30 Fund-Dir (D) - 18.132Motilal Oswal Midcap 30 Fund-Dir (G) - 24.9276Motilal Oswal Multicap 35 Fund (D) - 21.6043Motilal Oswal Multicap 35 Fund (G) - 24.5221Motilal Oswal Multicap 35 Fund-Dir(D) - 22.856Motilal Oswal Multicap 35 Fund-Dir(G) - 25.8041Motilal Oswal Nasdaq 100 FOF - Direct (G) - 11.734Motilal Oswal Nasdaq 100 FOF - Regular (G) - 11.7Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.1808Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.198Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.1874Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.3195Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.191Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.0085Motilal Oswal Ultra Short Term Fund (Div-D) - 9.1842Motilal Oswal Ultra Short Term Fund (Div-F) - 9.1937Motilal Oswal Ultra Short Term Fund (Div-M) - 9.1846Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.3181Motilal Oswal Ultra Short Term Fund (Div-W) - 9.1874Motilal Oswal Ultra Short Term Fund (G) - 12.6497


Motilal Oswal Asset Management has crossed the milestone of US $ 2.5 Billion Equity Assets Under Management

Mumbai   21-Mar-2017

Motilal Oswal Asset Management has crossed the milestone of US $ 2.5 Billion Equity Assets Under Management

Mumbai, 21st March, 2017:  Motilal Oswal Asset Management Company Ltd. (Motilal Oswal AMC) has vision to offer focused equity Mutual Funds, PMS and Alternative Investment Funds based on equity expertise. The equity offerings have been riding the company’s investment philosophy, Buy Right: Sit Tight; where “Buy Right” means buying high Quality - high Growth companies with Longevity of competitive advantage at a reasonable Price (QGLP) and Sit Tight means staying patiently invested in a concentrated portfolio to realize the full growth potential of the underlying stocks. 
Establishing a sharply positioned, niched and focused execution of this philosophy resulting in superior performance has helped MOAMC to become one of the fastest growing Asset Management companies in India, crossing  over $ 2.5 bn* equity assets under management across its Mutual Funds, PMS, and Alternative Investment Funds, as of Feb 28, 2017. 
MOAMC is a purely equity focused house. The accomplishment is distinct as both PMS & MF contributed more than $ 1 bn each with excellent performance backed by a niche positioning and product range of very few strategies on either product platform. 
Overall, PMS contributed to approx. $1.4 bn*, followed by MF equity AUM, which stood at approx. $1.2 bn* [Please refer to the regulatory disclosure on AUM as Annexure I]  
Commenting on this occasion, Mr. Aashish P Somaiyaa, MD & CEO, MOAMC, said, “At Motilal Oswal AMC we are a competency centric organization dedicated to wealth creation for our investors across product platforms. We believe in offering what we are good as opposed to the idea of chasing top line or market share by offering whatever a customer can potentially buy. We will remain dedicated to the vision of being a niche, focused, expert equity house with a focused investment philosophy and uncluttered product offerings. We are very excited by the prospects that the Indian asset management industry offers and there is abundant scope for us to create wealth for our investors with our equity expertise”. 
Motilal Oswal AMC is steered by a highly experienced team of 13 which includes equity fund management and research professionals. The total strength of the organization is 120 people*.
Motilal Oswal AMC - Key Investment Professionals:
PMS and alternates 
Mr. Manish Sonthalia, CIO – PMS, Offshore and Alternates
Ms. Mythili Balakrishhnan – Vice President & Fund Manager – PMS
Mr. Kunal Jadhwani – Vice President & Fund Manager - PMS
Equity Mutual Funds
Mr. Siddharth Bothra – Sr. Vice President & Fund Manager 
Mr. Gautam Sinha Roy, Sr. Vice President & Fund Manager 
Head of Research
Mr. Aditya Makharia –Vice President & Head of Research 

About Motilal Oswal Asset Management Company:
Motilal Oswal Asset Management Company Ltd. (Motilal Oswal AMC) acts as an Investment Manager to the Schemes of Motilal Oswal Mutual Fund and Motilal Oswal Alternative Investment Trust. It also acts as the Portfolio Manager to the Strategies of Portfolio Management Services (PMS). Motilal Oswal AMC was incorporated on November 14, 2008. Motilal Oswal AMC is a 100% subsidiary of Motilal Oswal Securities Limited. It provides Investment Management and Advisory Services to investors based within and outside India and manages assets worth (AUM) over Rs. 18,400 crores* across Mutual Funds,  PMS, Alternative Investment Funds, and ETFs. 
Motilal Oswal AMC is one of the fastest growing Asset Management Companies in India with a unique investment philosophy, ‘Buy Right; Sit Tight’ which means buying quality companies at a reasonable price and Sit Tight to ride their growth cycle for a long period of time.
*Data as on February 28, 2017. For regulatory disclosure related to AUM, please refer the enclosed annexure.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
Investment in Securities is subject to market and other risks and there is no assurance or guarantee that the objectives of any of the Schemes of Alternative Investment Funds and Portfolio Management Services will be achieved.

For more information please contact:
Rohini Kute
Head - Corporate Communications, MOSL
Ph - +91 22 3010 2340 / +91 98201 96838

Paradigm Shift Public Relations
Anirudh Rajan / Alpesh Nakrani
Mob- +91 98923 43828/ +91 98691 21167
Ph-   +91 22 2281 3797 / 98

+91-22 40548002 | 8108622222
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