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Motilal Oswal Asset Management Company Limited
Prateek Agrawal · Asset Manager · Growth
Motilal Oswal Asset Management Company Limited (MOAMC) is a prominent Indian investment management firm and a subsidiary of Motilal Oswal Financial Services Ltd. Established in 2008 and headquartered in Mumbai, the firm serves as the investment manager for Motilal Oswal Mutual Fund and provides specialized Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). MOAMC is built on a strong foundation of equity research and is widely recognized for its proprietary investment frameworks aimed at long-term wealth creation for a diverse range of retail and institutional clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.5% |
| YTD return | +9.6% |
| Sharpe ratio | 3.24 |
| Win rate | 49% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.motilaloswalmf.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.4% | +19.0% |
| AAPL | Apple Inc | 10.2% | +26.5% |
| GOOGL | Alphabet Inc Class A | 8.7% | +30.4% |
| MSFT | Microsoft Corporation | 8.4% | +3.4% |
| HDB | HDFC Bank Limited ADR | 7.3% | -21.3% |
| IBN | ICICI Bank Limited | 6.8% | -6.7% |
| AMZN | Amazon.com Inc | 6.3% | +13.6% |
| MU | Micron Technology Inc | 5.8% | +110.6% |
| AMD | Advanced Micro Devices Inc | 4.3% | +145.1% |
| AVGO | Broadcom Inc | 4.2% | +5.2% |
| META | Meta Platforms Inc. | 3.7% | +8.7% |
| TSLA | Tesla Inc | 3.4% | -13.5% |
| WMT | Walmart Inc. Common Stock | 3.0% | -11.9% |
| INTC | Intel Corporation | 2.7% | +53.1% |
| CSCO | Cisco Systems Inc | 2.3% | +49.4% |
| COST | Costco Wholesale Corp | 2.3% | -3.8% |
| LRCX | Lam Research Corp | 2.2% | +58.2% |
| PLTR | Palantir Technologies Inc. | 2.2% | +7.9% |
| AMAT | Applied Materials Inc | 2.1% | +3.7% |
| NFLX | Netflix Inc | 1.8% | -5.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | AMD | 4.2% → 4.3% |
| Aug 17, 2026 | BUY | IBN | 6.9% → 6.8% |
| Aug 17, 2026 | BUY | MSFT | 8.4% → 8.4% |
| Aug 17, 2026 | BUY | META | 3.7% → 3.7% |
| Aug 17, 2026 | SELL | LRCX | 2.1% → 2.2% |
Investment Style Analysis
Motilal Oswal Asset Management Company Limited is widely recognized for employing a Growth strategy. As of Sep 21, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Banks - Regional sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Motilal Oswal Asset Management Company Limited made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution follows a core investment philosophy known as 'Buy Right : Sit Tight,' which emphasizes purchasing high-quality companies at a fair price and holding them for the long term. This strategy is driven by the 'QGLP' framework, which focuses on Quality of business and management, Growth in earnings and sustainable return on equity, Longevity of competitive advantage, and Price (favorable valuation). By concentrating on high-conviction portfolios and avoiding over-diversification, the firm seeks to capture the full growth cycle of market-leading businesses.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Motilal Oswal Asset Management Company Limited.
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Frequently asked questions
How is the simulated portfolio for Motilal Oswal Asset Management Company Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Motilal Oswal Asset Management Company Limited's largest holding?
As of the latest filing, Motilal Oswal Asset Management Company Limited's top position is NVIDIA Corporation (NVDA), representing 12.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Motilal Oswal Asset Management Company Limited's historical performance and risk profile?
Our simulation indicates a total return of +15.5% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 3.24, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Motilal Oswal Asset Management Company Limited primarily invest in?
Motilal Oswal Asset Management Company Limited has a strong preference for the Semiconductors sector, which makes up 29.4% of their disclosed assets. The portfolio also has exposure to Banks - Regional, indicating a specific thematic focus.
Is Motilal Oswal Asset Management Company Limited's portfolio concentrated or diversified?
Motilal Oswal Asset Management Company Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Motilal Oswal Asset Management Company Limited performed in 2026?
Our AI-simulated model portfolio for Motilal Oswal Asset Management Company Limited tracks a Year-to-Date (YTD) return of +9.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Prateek Agrawal manage Motilal Oswal Asset Management Company Limited directly?
Yes, Prateek Agrawal serves as the key portfolio manager for Motilal Oswal Asset Management Company Limited, overseeing the investment strategy and final capital allocation decisions.