Motilal Oswal Asset Management

What Motilal Oswal Asset Management does

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a SEBI-regulated, privately held Indian mutual fund asset management company headquartered in Mumbai and operating as part of the Motilal Oswal Financial Services group. Founded in 2008/2009, the firm positions itself as an "Equity Experts" house, applying its proprietary QGLP (Quality, Growth, Longevity, Price) investment framework — backed by 28 years of wealth creation research — to construct high-conviction, concentrated active equity portfolios of roughly 25–35 stocks across market capitalisations and themes.

The product suite spans active equity funds (Large & Midcap, Midcap, Flexi Cap, ELSS Tax Saver, Contra, BFSI, Active Momentum), India's widest range of index funds (Nifty 50, Midcap 150, Smallcap 250, Bank, plus Nasdaq 100, S&P 500, sector and commodity indices), FoFs, ETFs listed on NSE/BSE, and a new NPS pension fund business following PFRDA approval in May 2026. Digital channels include a direct-to-consumer website (motilaloswalmf.com), mobile apps on Google Play and App Store, SIP/goal calculators, and content platforms (YouTube, podcasts, monthly market outlooks).

MOAMC generates revenue through Total Expense Ratio (TER) fees on AUM, which stood at Rs 1,79,519 crore (≈ $21.4 billion) across 1.07 crore+ client accounts as of April 27, 2026 — a 2x year-over-year increase. Distribution is hybrid: direct digital alongside mutual fund distributors, RIAs, and financial advisors, with ETFs additionally traded via stock exchanges. Customer segments include retail individual investors, HNIs, growth-oriented investors, passive/index investors, and retirement/pension subscribers, with significant promoter "skin in the game" of Rs 8,000 crore invested in MOAMC funds.

Name

Motilal Oswal Asset Management

Legal name

Motilal Oswal Asset Management Company Ltd.

Website

https://motilaloswalmf.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Motilal Oswal Asset Management is a SEBI-regulated Indian mutual fund house managing Rs 1,79,519 crore in AUM across 1.07 crore+ client accounts via active equity funds, India's widest range of index funds, ETFs, FoFs, and a newly approved NPS pension fund business.

Ownership category

akta.pro rank

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Management Fees (Total Expense Ratio): MOAMC earns revenue through Total Expense Ratio (TER) fees charged on Assets Under Management across all mutual fund schemes. The TER varies by scheme type: actively managed equity funds charge around 0.88% for direct plans, index funds charge between 0.20% and 0.50%, and regular plans carry higher expense ratios. The company's AUM stands at Rs 1,79,519 crore as of April 27, 2026, with approximately 1.07 crore client accounts.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Motilal Oswal Asset Management Company (MOAMC) is an equity-focused mutual fund asset management firm that offers actively managed equity schemes, passive index funds, exchange-traded funds (ETFs), and fund-of-funds across Indian and international markets. The firm manages over Rs 1,79,519 crore in assets for more than 1.07 crore client accounts, applying its proprietary QGLP (Quality, Growth, Longevity, Price) investment framework backed by 28 years of wealth creation research.

Product overview

Motilal Oswal Asset Management is an equity-focused mutual fund house offering a comprehensive range of investment products. The portfolio includes actively managed equity funds (Large & Midcap, Midcap, Flexi Cap, ELSS Tax Saver, Contra, BFSI, Active Momentum), passive index funds tracking domestic indices (Nifty Midcap 150, Nifty Smallcap 250, Nifty 500, Nifty Bank) and international indices (Nasdaq 100, S&P 500), sector/thematic funds (Defence Index, Clean Environment Index), commodity funds (Gold & Silver FoF), and ETFs. The firm also offers Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), supported by digital platforms including mobile app and calculators. All strategies are guided by the QGLP (Quality, Growth, Longevity, Price) investment framework backed by 28 years of wealth creation study.

Differentiator

Problem solved

Functional benefit

Products and services

• Motilal Oswal Large & Midcap Fund Open-ended equity scheme investing in both large-cap and mid-cap stocks with a high-conviction portfolio of approximately 35 stocks, targeting long-term capital appreciation. Designed for retail investors seeking diversified equity exposure.
• Motilal Oswal Midcap Fund Mid-cap focused equity fund delivering leading 5-year CAGR returns among Indian mid-cap mutual funds, with AUM exceeding Rs 31,000 crore.
• Motilal Oswal Flexi Cap Fund Flexible equity fund with ability to invest across market capitalizations. Ranked first in flexi cap category for three consecutive years.
• Motilal Oswal ELSS Tax Saver Fund Equity Linked Savings Scheme offering tax benefits under Section 80C with a 3-year lock-in period. Delivered 22.4-22.9% CAGR over three years.
• Motilal Oswal Active Momentum Fund Actively managed fund following a momentum investment strategy for investors seeking returns aligned with market momentum themes.
• Motilal Oswal Contra Fund Open-ended equity scheme following a contrarian investment strategy targeting temporarily undervalued companies with strong fundamentals and long-term turnaround potential. High-conviction portfolio of 30-35 stocks using top-down and bottom-up approach.
• Motilal Oswal BFSI Fund Equity fund focusing on capital market-linked companies (asset managers, brokers, exchanges) with a high-conviction portfolio of approximately 25 stocks, targeting India's financial ecosystem growth.
• Motilal Oswal BSE Clean Environment Index Fund India's first diversified clean economy index fund tracking the BSE Clean Environment Index, providing passive exposure across five themes: Renewables (86% weight), EVs, Water Treatment, Recycling, and Waste Management. Minimum lump sum investment Rs 500.
• Motilal Oswal S&P 500 Index Fund Index fund tracking the S&P 500, offering US large-cap equity exposure. Holds the largest AUM at Rs 4,580.4 crore among qualifying schemes in its category.
• Motilal Oswal Index Funds Widest range of index funds in India covering Indian equities (Nifty Midcap 150, Nifty Smallcap 250, Nifty 500, Nifty Bank), international equities (Nasdaq 100, S&P 500), sector funds (Defence, Clean Environment), and commodities.
• Motilal Oswal Nasdaq 100 Fund of Funds Overseas fund-of-funds providing exposure to NASDAQ 100 index. Delivered 75% CAGR over one year and 38.8% CAGR over three years, leading overseas FOF category in returns.
• Motilal Oswal Gold and Silver Passive FoF Fund-of-funds providing exposure to gold and silver commodities. Delivered 9% returns over three months and 36.8% CAGR over three years.
• Motilal Oswal ETFs Exchange Traded Funds including domestic equity ETFs (MOSt Shares M50, Midcap 100), international ETFs (Nasdaq 100, Nasdaq Q50), commodity ETFs (Gold, Silver), and a debt ETF (5 Year G-Sec), listed and traded on NSE and BSE.
• NPS Pension Fund Sponsorship Pension fund management services under India's National Pension System (NPS) following PFRDA approval. Manages NPS subscriber contributions and retirement assets through a dedicated pension fund entity.

Quantifiable outcome

• Motilal Oswal Midcap Fund delivered 30.80% five-year CAGR, leading all mid-cap funds in India.
• +5 more outcomes

Named customers20 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators10 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• HDFC Asset Management Company: One of India's largest AMCs by AUM (~Rs 7-8 lakh crore), offering a comprehensive active and passive product suite. Directly comparable as a listed Indian mutual fund AMC competing for retail and HNI equity flows.
• ICICI Prudential Asset Management: Top-3 Indian AMC with broad active and passive equity offerings. Was the largest monthly AUM gainer in May 2026, directly competing with MOAMC for retail equity inflows.
• UTI Asset Management Company: Listed Indian AMC with long-standing active equity franchise and growing index/passive offerings. Direct peer in equity mutual funds serving retail and institutional investors.
• Axis Asset Management Company: Mid-tier Indian AMC with active equity franchise across market caps. Direct peer competing in mid-cap and large-cap fund categories where MOAMC has top-performing funds.
• Kotak Mahindra Asset Management: Part of the Kotak Group, this listed AMC has a similar active-passive product mix and competes in mid-cap and flexi-cap categories where MOAMC has top-decile performance.
• PPFAS Mutual Fund (Parag Parikh Financial Advisory Services): Active-equity focused Indian AMC known for founder-driven investment philosophy. Closest comparable to MOAMC on active high-conviction equity management and brand-led retail acquisition.
• Aditya Birla Sun Life AMC: Listed Indian AMC with diversified active and passive product suite, including tax-saving and index funds. Comparable business model and distribution mix.
• DSP Asset Managers: Privately held Indian AMC with established active equity funds in mid-cap and flexi-cap categories. Comparable active product mix and retail-HNI target segments.
• SBI Funds Management: Largest Indian AMC by AUM, a subsidiary of SBI. Comparable broad equity and passive product offerings, though heavily reliant on parent bank distribution rather than direct digital.
• Nippon Life India Asset Management: Listed Indian AMC with comparable AUM scale (~Rs 5 lakh crore) and a strong active equity franchise. Competes head-to-head for mid-cap and flexi-cap fund share.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/MotilalOswalAMC
• Facebookfacebook.com/motilaloswalamc
• LinkedInlinkedin.com/company/motilal-oswal-amc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments13 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Motilal Oswal Asset Management