Raamdeo Agrawal
Chairman, Motilal Oswal Financial Services Limited
An awardee of Rashtriya Samman Patra by the Central Board of Direct Taxes, Raamdeo Agrawal is chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company’s approach to investing. Mr. Agrawal has created the “QGLP” (Quality Growth Longevity & favorable Price) Investment Process and its ‘Buy Right, Sit Tight’ investing philosophy. Mr Agrawal is also the driving force behind the MOFSL Groups highly awarded research. He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. An Associate of Institute of Chartered Accountant of India and a member of the National Committee on Capital Markets of the Confederation of Indian Industry, he has also been featured on ‘Wizards of Dalal Street on CNBC TV 18.
PMS Product Performance
Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|
Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP) | 03 Aug 2007 | 6493 | 47.70% | 27.70% | 14.70% | 17.80% | 16.20% | |
Motilal Oswal AMC Business Opportunities (BOP) | 16 Jan 2018 | 1539 | 45.40% | 35.30% | 21.50% | 21.00% | 16.70% | |
Motilal Oswal AMC Value Migration | 18 Feb 2003 | 2543 | 65.00% | 40.30% | 25.40% | 22.10% | 14.90% | 21.00% |
Motilal Oswal AMC Mid to Mega | 24 Dec 2019 | 1744 | 58.20% | 45.00% | 19.70% | 31.20% | ||
Motilal Oswal AMC Multifactor Equity PMS | 06 May 2021 | 50.80% | 37.30% | 21.50% | 24.90% | |||
Motilal Oswal AMC Ethical PMS | 73 | 45.00% | 32.90% | 19.30% | 21.60% | |||
Motilal Oswal AMC Founders | 16 Mar 2023 | 1786 | 65.90% | 65.80% |