Motilal Oswal PMS or Portfolio Management – Returns, Charges, Support & more

Motilal Oswal PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

The company needs no introduction, especially to people associated with trading and investments. This esteemed financial organization also offers Motilal Oswal Portfolio Management services.

Portfolio management services are in demand as they offer consistent returns, and the investors do not have to monitor their investments constantly, as experts take care of them.

Therefore, in this article, we will talk about Motilal Oswal PMS, its facilities, services, charges, investment strategies and other aspects that, as an investor, you need to be aware of.

Why Invest in Motilal Oswal PMS?

Choosing a portfolio management service is quite a task. However, if you can choose the right one, you do not have to take any hassle, as the PMS will take care of the rest.

This is what happens when you choose Motilal Oswal Portfolio Management Services. Here are an array of reasons for choosing Motilal Oswal are –

• Motilal Oswal offers a wide range of products that the fund managers can use to diversify your portfolio. This helps in risk mitigation and optimization of returns.
• Talking about the fund managers, with decades of experience Motilal Oswal has some of the best minds in the business. It has a team of financial professionals with expertise in stock picking and delivering high investment returns.
• The risk management tactics applied by Motilal Oswal are just on point. It hardly backfires or leads to losses.
• With Motilal Oswal PMS, switching from one investment strategy to another is easy. This helps the clients/ investors get better returns.

The Motilal Oswal PMS Returns usually outperform the benchmark index, which is the Nifty 50.

If you compare the 1-year return of Motilal Oswal PMS to Nifty 50’s 1-year return, you will find that the former delivered a return of 21.88% while the latter had approximately half of it, which is 10.74%.

In the long term, even the PMS services of Motilal Oswal delivered returns at par with the Nifty 50. The 3-year return of Motilal Oswal PMS offered 20.79%, while Nifty 50 offered 20.15% in the same duration.

If you compare the 5-year return, Motilal Oswal delivered slightly lower than the benchmark index. The average return in the last five years was around 7.95%, while that of Nifty 50 was 11.52%.

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Charges and commissions are integral to choosing the suitable PMS for an investor. The Motilal Oswal PMS Commission includes different costs and fees.

For instance, there is a fixed fee, which is 2.5% of the fund value, that an investor has to pay to Motilal Oswal for availing of its PMS services.

Then there is a variable AMC of 1.5% of the fund value. Both these are charges every year as these are annual maintenance charges.

Apart from these, there is variable profit sharing, which is 15% of the profit made only if the profit is 10% and above.

Finally, there is an exit load, which is applicable only if the investor redeems the investment within one year of investing. The rate of exit load useful in this case is 2%.

Best Strategies by Motilal Oswal Portfolio Management Services

Check out various strategies or Investment approaches provided by Motilal Oswal Portfolio Managers.

Coming to the Motilal Oswal Portfolio Managers Strategy, there are nine strategies that Motilal Oswal offers under their PMS segment.

IOP

This is a strategy for investing in small & mid cap segments, and it tracks the S&P BSE 500 as its benchmark.

This strategy’s asset under management (AUM) is Rs. 694.4 crore, currently spread across 27 stocks. Mr Manish Sonthalia manages this strategy and funds within in.

In the past year, this strategy reaped a 23.82% return. However, the 5-year CAGR stands at 4.65%.

IOP V2

This is another version of the above strategy, which invests in small & midcap stocks, and tracks S&P BSE 500. However, the current AUM of this strategy is Rs. 293.14 crore.

Mr Manish Sonthalia manages it like an IOP strategy. However, the 5-year CAGR for this strategy is higher than the IOP strategy; it is 8.71%.

The 1-year CAGR is though close to the above strategy, only 23.66%.

Value Migration

This is a large-cap strategy which also tracks S&P BSE 500. The total AUM under this strategy is Rs. 2,033 crores, invested across 24 stocks.

Mr Shrey Loonker is in charge of the funds under this strategy and delivered a 19.06% return on a 5-year CAGR basis and 51.21% as a 1-year CAGR.

NTDOP

This is one of the oldest strategies Motilal Oswal offers its clients. The funds are invested across market capitalization tracking S&P BSE 500 only.

The current AUM stands at Rs. 5,937 crore, which is divided amongst 27 stocks. The strategy has offered a 5-year CAGR of 14.16% and 38.66% as a 1-year CAGR.

Mr Manish Sonthalia manages this strategy as well.

BOP

This is another multi-cap strategy with a total AUM of 1,418 crore managed by Mr Manish Sonthalia again.

The strategy invests in equities of different companies irrespective of their market capitalization. There are 14 stocks in which he invests the fund under this strategy.

The returns are lucrative as the 5-year CAGR stands at 17.65% while the 1-year CAGR is 33.72%.

Focused Midcap

As the name suggests, this strategy revolves around midcap stocks. The total AUM of this strategy is Rs.1,405 crores spread over 21 midcap stocks.

The 3-year CAGR is around 23.35% while the 1-year CAGR is 62.90%, which is impressive numbers.

Mr Rakesh Tarway manages this strategy, where he tries to beat the returns of the S&P BSE 500 as the benchmark index for this strategy.

Ethical Strategy

This is a newly made strategy started in 2021 where the fund manager Mr Rakesh Tarway invests across stocks of different market capitalization.

The total AUM currently is Rs. 54 crores, and it tracks S&P BSE 500 as well, like all the above strategies. The 1-year CAGR of this strategy is 55.77%.

Multifactor Equity

Another new strategy is handled by Mr Rakesh Tarway, where he invests across market capitalization following the Flexicap method.

Here he tracks the Nifty 50 as the benchmark and delivered 73.22% as a 1-year CAGR.

Founders

This is the newest strategy by Motilal Oswal, built by Mr Rakesh Tarway, for investing in equities of varied market capitalization. Here he tries to beat the returns of the S&P BSE 500.

Since it is a new strategy started in 2023, the returns are yet to be available.

Here are the best fund managers of Motilal Oswal Portfolio Management Services.

Mr. Manish Sonthalia

Mr Manish Sonthalia is the CIO (Equities) at Motilal Oswal Asset Management. He heads the PMS segment for the equity category at the firm.

Mr. Manish has over 22 years of experience in fund management, especially in the equity category, and research expertise in Indian markets.

He has completed his Bachelor in Commerce from St. Xavier’s College in Kolkata and his MBA from IISWBM. He is also a member of ICAI and ICWAI.

Mr. Atul Mehra

At Motilal Oswal PMS, Atul Mehra is the Vice President at present. Mr Atul has been associated with the stock market for the past 15 years as a professional, while he only started investing at the age of 13.

He is a CFA Charter holder. He has been associated with Motilal Oswal for the past ten years.

Mr. Rakesh Tarway

Rakesh Tarway is currently the Executive Group Vice President at Motilal Oswal. He has over 20 years of experience as an analyst and researcher in equity markets.

He also heads the retail products segment at Motilal Oswal. Before Motilal Oswal, he was associated with Reliance Securities Limited.

Mr. Sankaranarayanan Krishnan

With an overall experience of ten years in portfolio management and quantitative research, Mr Krishnan is one of the top fund managers in Motilal Oswal’s PMS department.

Academically, he completed his MBA from esteemed IIM Indore and his bachelor’s from NIT Nagpur.

Mr. Shrey Loonker

At Motilal Oswal, Shrey Loonker serves as the Vice President – Fund Manager in the PMS segment. He is a CA and CFA with over 11 years of experience in this industry.

Motilal Oswal Portfolio Managers SWOT Analysis

Check out the detailed SWOT Analysis on Motilal Oswal Portfolio Managers.

Strength

• Exceptional Pan India presence
• Excellent Network of clients and professionals
• Huge Brand value and recognition
• Competitive fees
• Wide range of investment strategies

Weakness

• The conventional way of investment, less involvement of technology
• Returns generated in the long-term are not at par with the market but rather lower than the market.
• Many investment strategies are new, so no data is available to understand them.

Opportunities

• An increasing number of HNIs
• High potential in the equity market
• Increasing financial literacy

Threat

• Competition in the investment space
• Jobless and recession
• High inflation

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The Motilal Oswal Portfolio Management Features that the fund manager can offer to their clients include –

• You can get a personalized investment strategy for your investment goals.
• Switching between strategies to suit your investment objectives and changing the market can be done.
• You can also switch to reduce your PMS charges
• Both discretionary and non-discretionary services allowed
• NRIs can also get the PMS facility from Motilal Oswal
• You can redeem or exit your investment portfolio earlier than the decided investment term. However, if you exit within one year of investment, you must bear 2% of your portfolio value as early exit charges.

Motilal Oswal Portfolio Management Services offer the following support to their clients –

• Call support for any query, investment-related issues, or platform-related issues.
• Email support between the fund manager and client and also customer care executives if required
• Dedicated RM support and chat support are also rendered to the clients
• It takes hardly three days to resolve any issue that clients lodge with the firm
• You can directly interact with the fund managers.

Motilal Oswal PMS Dashboard is specifically designed for clients who avail the portfolio management services.

You will get access to this dashboard when you become one of the clients of Motilal Oswal PMS department.

In this dashboard, you can track all your investments, fees you paid and investment strategies. This dashboard has all the information that you need to track your investments.

Motilal Oswal PMS Login

When you register with Motilal Oswal and get the approval mail, you will receive a login credential that you require for the Motilal Oswal PMS Login to the dashboard.

Just open the dashboard link and enter the login credentials; you can access the dashboard by yourself.

How to Invest in Motilal Oswal PMS?

To Invest in Motilal Oswal Portfolio Management, you must first check whether you are eligible for the same. The eligibility criteria are here –

• You need to be at least 18 years old and a resident Indian
• The minimum investment that you need to make is Rs. 50 lakhs.

If you are eligible for the investment, then you can apply to invest, and for the application, you need to submit certain documents, which are –

• PMS agreement
• Demat Account
• POA
• PAN
• Address proof

For the application, you can fill out the form on the right-hand side of this page and wait for the call from the Motilal Oswal PMS team.

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Motilal Oswal PMS – Conclusion

Motilal Oswal PMS is undoubtedly one of the veterans when it comes to PMS in India. Investing with Motilal Oswal means safety, fair returns, and transparency in each investment step.

FAQs on Motilal Oswal Portfolio Management

Check out FAQs related to Motilal Oswal Portfolio Managers here.

Which is the Best Strategy for Motilal Oswal PMS?

According to the returns, especially 5-year CAGR, BOP can be considered the best strategy as it offers stable long-term returns.

What is the Minimum Investment in Motilal Oswal PMS?

You need to invest at least Rs. Fifty lakhs to invest with Motilal Oswal PMS.

What is the Return of Motilal PMS?

The returns differ according to strategies and investment tenure. However, the 1^st year average return generated by Motilal Oswal PMS is 21.88%.

While the 3-year CAGR is 20.79%, and the 5-year CAGR stands at 7.95%.

Is Motilal Portfolio Management good?

Yes, Motilal Oswal is one of the oldest portfolio managers in the country, with vast experience. You can rely on them with your investment.

What is the fixed commission of Motilal Oswal PMS?

Motilal Oswal charges a fixed commission, which is 2.5% of the total fund value of the client. It is an annual charge.

Is a Demat account mandatory for Motilal Oswal Portfolio Managers?

Yes, a Demat account is mandatory for Motilal Oswal PMS investments.

What are the Exit Charges of Motilal Portfolio Management?

The exit charges vary according to the investment tenure. If investments are redeemed within one year, then 2% of the fund value, while 0% is redeemed later than a year.

Who are the current fund managers of Motilal PMS?

Motilal Oswal has highly qualified and experienced fund managers. The top fund managers serving the PMS clients include Mr Manish Sonthalia, Mr Atul Mehra, and Mr Rakesh Tarway.

What is the AUM of Motilal Portfolio Management Service?

Motilal Oswal PMS manages around Rs. 10609 crore as per current data. It has more than 12600 active clients.

Do Motilal Portfolio Managers Charge Variable Commissions?

The variable commission of Motilal Oswal Portfolio managers is 1.5% of the fund value.