How Motilal Oswal AMC Delivered Consistent Returns in the Last 10 Years?
- By StartupStory | July 26, 2024
Motilal Oswal Asset Management Company (AMC), established in 2008, has steadily built a reputation for reliability and excellence in the investment world. Over the years, it has grown to manage assets worth over ₹80,136 crores, with more than 23 lakh client accounts.
Motilal Oswal AMC has consistently delivered impressive performance over the last decade, with multiple funds outperforming their benchmarks and peers. Their unique investment philosophy and strategic sectoral focus have contributed to robust returns and significant wealth creation for investors.
In this blog we’ll explore how Motilal Oswal AMC has managed to deliver consistent returns over the last 10 years, becoming a trusted choice for many.
Secret behind Consistent Returns in the Last 10 Years
Motilal Oswal Asset Management Company’s focus on quality assets has resulted in consistently competitive returns on investment, enhancing overall investor satisfaction and fund house performance. You can also use a lumpsum calculator to understand how much return you can earn.
Here is how Motilal Oswal Mutual Funds have been offering consistent returns over the years.
Investment Strategies and Philosophies
Motilal Oswal AMC success lies in its robust investment strategies and philosophies. The investment objective of their schemes is to achieve long-term capital appreciation by primarily investing in equity and equity-related instruments across sectors and market capitalizations.
Central to this is the QGLP framework, which stands for Quality, Growth, Longevity, and Price.
This emphasizes investing in high-quality businesses that demonstrate consistent growth, have a long operational history, and are available at reasonable valuations. This approach aims to create high-quality, high-growth portfolios, which is considered the optimal investment strategy.
Portfolio Management and Diversification
Motilal Oswal AMC’s portfolio management techniques are another crucial factor in its consistent returns. The fund employs a well-rounded strategy that includes sectoral allocations and meticulous stock selection criteria.
Motilal Oswal offers a diverse range of Portfolio Management Services (PMS), including the Value PMS, Next Trillion Dollar Opportunity Portfolio (NTDOP), and India Opportunities Portfolio (IOP), each targeting different market segments and growth opportunities.
The NTDOP has earned multiple awards for its outstanding performance, including being ranked as the best PMS across all categories for 10-year risk-adjusted returns in 2021.
The success of Motilal Oswal AMC’s portfolio management is evident in its various strategies. Here’s an overview of the strategies CARG returns.
| Strategy | Compounded Annual Growth Rate (CAGR) |
| Motilal Oswal Value Migration Strategy | 19.99% |
| Motilal Oswal’s Next Trillion-Dollar Opportunity | 15.4% |
| Motilal Oswal Business Opportunity Portfolio | 13.4% |
| Motilal Oswal Mid to Mega Strategy | 28.03% |
| Motilal Oswal Founders Portfolio | 19.28% |
These results are a testament to the effectiveness of Motilal Oswal’s strategies.
Client-Centric Approach
Motilal Oswal AMC’s client-centric approach plays a crucial role in maintaining investor confidence and ensuring transparency. They achieve transparency by consistently updating investors on the performance of their investments, market outlooks, and any significant portfolio changes. Additionally, they offer detailed reports and insights to help investors understand market dynamics.
To foster investor confidence, Motilal Oswal AMC engages in various educational initiatives. They conduct webinars, and seminars, and publish detailed articles to educate clients about different aspects of investing, financial planning, and market trends. This commitment to education empowers investors and builds trust in their investment decisions.
Conclusion
In summary, Motilal Oswal AMC has shown remarkable performance over the past decade. They’ve consistently delivered strong returns by managing investments wisely and prioritizing investor satisfaction. With consistent returns since the beginning, they’ve proven their ability to navigate markets effectively and help investors achieve long-term financial success.
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