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 personalised and proficient investment solutions.

The company needs no introduction, especially to people in the trading and investment industry. This esteemed financial organisation also offers Motilal Oswal Portfolio Management services.

Portfolio management services are in demand because they offer consistent returns and allow investors to avoid constant monitoring, as experts manage their investments.

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 choose the right one, you will not have to deal with any hassle, as the PMS will take care of the rest.

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

• Motilal Oswal offers a wide range of products that the fund managers can use to diversify their portfolios. This helps with risk mitigation and return optimisation.
• Talking about the fund managers, Motilal Oswal has decades of experience and 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 between investment strategies is easy. This helps clients/investors achieve 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 the Nifty 50’s 1-year return, you will find that the former delivered 3.74%, while the latter was approximately half at -4.04%.

In the long term, even Motilal Oswal’s PMS services delivered returns on par with the Nifty 50. The 3-year return of the Motilal Oswal PMS was 19.28%, while the Nifty 50 returned 11.2% over the same period.

If you compare the 5-year returns, Motilal Oswal delivered slightly below the benchmark index. The average return over the last five years was around 13.18%, while the Nifty 50’s was 11.6%.

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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 of 2.5% of the fund value that an investor must pay to Motilal Oswal to avail of its PMS services.

Then there is a variable AMC of 1.5% of the fund value. Both of these are charged annually, as they are annual maintenance charges.

Apart from these, there is variable profit sharing of 15% of profit, applied only if profit is 10% or above.

Finally, there is an exit load, which applies only if the investor redeems the investment within 1 year of investing. The exit load rate useful in this case is 2%.

Best Strategies by Motilal Oswal Portfolio Management Services

Check out the various strategies and investment approaches provided by Motilal Oswal Portfolio Managers.

Regarding the Motilal Oswal Portfolio Managers’ Strategy, there are 7 strategies offered under its PMS segment.

Mid to Mega Strategy

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

This strategy’s asset under management (AUM) is Rs. 2179.83 crore, currently spread across 21 stocks. Mr. Dhaval Mehta manages this strategy and the funds within it.

Over the past year, this strategy returned 7.27%. However, the 5-year CAGR stands at 16.51%.

India Growth Strategy

This is another version of the above strategy, which invests in MULTI CAP & FLEXI CAP stocks and tracks the S&P BSE 500 TRI. However, the current AUM of this strategy is Rs. 297.42 crore.

Mr. Vaibhav Agrawal manages this strategy and the funds within it.

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

Value Migration

This is a Multi Cap & Flexi Cap strategy that also tracks the S&P BSE 500 TRI. The total AUM under this strategy is Rs.3172.64 crores, invested across 24 stocks.

Mr. Vaibhav Agrawal is in charge of the funds under this strategy and delivered a 14.14% return on a 5-year CAGR basis and -5.48% on a 1-year CAGR basis.

NTDOP

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

The current AUM stands at Rs. 4421.02 crore, which is divided amongst 27 stocks. The strategy has delivered a 5-year CAGR of 8.88% and a 1-year CAGR of -0.47%.

Mr. Vaibhav Agrawal also manages this strategy.

Ethical Strategy

This is another MULTI CAP & FLEXI CAP strategy with a total AUM of 74.15 crore managed by Mr. Vaibhav Agrawal again.

The strategy invests in the equities of different companies, regardless of their market capitalisation.

The returns are lucrative, with a 1-year CAGR of 11.18%.

Multifactor Equity

As the name suggests, this strategy focuses on MULTI CAP & FLEXI CAP stocks. The total AUM of this strategy is Rs. 1.94 crore, spread across 41 midcap stocks.

The 3-year CAGR is around 18.97%, and the 1-year CAGR is 2.48%, both impressive numbers.

Mr. Bijon Pani manages this strategy, aiming to beat the returns of the S&P BSE 500 TRI, the benchmark index for this strategy.

Founders

This is the newest strategy by Motilal Oswal, developed by Mr. Vaibhav Agrawal, for investing in equities across varied market capitalisations. Here, he tries to beat the returns of the S&P BSE 500 TRI.

The 3-year CAGR is around 21.57%, while the 1-year CAGR is -1.71%, which are impressive numbers.

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’s 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 currently the Vice President. Mr Atul has been associated with the stock market for the past 15 years as a professional, while he only began investing at age 13.

He is a CFA charterholder. 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 at the esteemed IIM Indore and his bachelor’s degree at 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.

This Long list of Investment Approaches gives Motilal Oswal an edge over other Portfolio Managers; hence, they are considered one of the Best PMS in India.

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 on par with the market but are lower.
• Many investment strategies are new, so there is no data 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 personalised investment strategy tailored to your goals.
• You can switch between strategies to suit your investment objectives and adapt to changing market conditions.
• You can also switch to reduce your PMS charges
• Both discretionary and non-discretionary services are 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 offers the following support to its clients –

• Call support for any queries, 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 the Motilal Oswal PMS department.

In this dashboard, you can track all your investments, the 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 receive the approval mail, you will receive the login credentials you need to access the Motilal Oswal PMS dashboard.

Just open the dashboard link and enter your login credentials; you can access it 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 of India
• 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 a call from the Motilal Oswal PMS team.

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Motilal Oswal PMS – Conclusion

Motilal Oswal PMS is undoubtedly a veteran in India’s PMS space. Investing with Motilal Oswal means safety, fair returns, and transparency at every 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 the 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 vary by strategy and investment tenure. However, the 1st-year average return generated by Motilal Oswal PMS is 21.88%.

While the 3-year CAGR is 20.79%, 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 of 2.5% of the client’s total fund value. 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.