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Motilal Oswal Ethical Strategy

Motilal Oswal Asset Management Company Limited

About Company

MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus of customer-first attitude, ethical and transparent business practices, and many more. Today Motilal is a diverse firm that is working on a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Home Finance, etc. Motilal has clients of retail customers, mutual funds, foreign institutional investors, financial institutions, corporate clients, etc. They have more than 44,00,000+ customers across the globe. They make every decision with solid research at present they have 25+ research analysts researching over 250 companies across 20 sectors.

 

Motilal Oswal Ethical Strategy

 

Why Ethical

  • Risk sharing principle protects parties and, in turn, society from questionable social and financial practices
  • Overall debt ratio is capped and interest-bearing transactions are limited under the guidelines

 

ESG Investing Parallels

  • Strategy draws multiple parallels with ESG Investing due to its foundation of promoting social responsibility by promoting stewardship, social responsibility, and value creation
  • Additional layer of balance sheet screening and low leverage

 

For Investors

  • Strategy well positioned to cater to community investment guidelines, e.g., Muslims & Jains
  • Segments which have a negative societal opinion are naturally avoided (tobacco, alcohol, pork, gambling, inappropriate media etc.)
  • Socially responsible and governance-conscious investors as part of ESG Investing

The 4 P’s

 

Philosophy

India’s only fund house with a documented investment philosophy carefully honed by 25 consecutive years of Wealth Creation Studies

 

Professionals

a 12-member-strong Research Team & a 25 member Investment Team with a wealth of investing experience

 

Process

Continuously evolving through insights and a knowledge-based culture – 25 frameworks developed that provide an investment edge

 

Performance

17-year legacy of identifying Multi-baggers (Vision to See +Courage to Buy +Patience to Hold) across mandates

Market Cap Breakup

 

Large cap

30%

Mid-cap

29%

Small cap

40%

Total Long Equity Exposure

99%

 

Your Portfolio’s Best Decisions Start Here

Every smart outcome begins with a smart choice. At AltPort, your portfolio is built on choices that are researched, reasoned, and ready for market shifts. If you want investing that feels grounded and structured, we’re here.

Motilal Oswal Ethical Strategy

Benchmark: BSE 500 TRI

Motilal Oswal Asset Management Company Limited - Portfolio Managers

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance β‚Ή63.65 -12.77 -10.28 -10.88 -1.71 -4.19 13.33 8.13 0.00 9.06
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.88 9.27 0.00 10.10
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Fund Manager

Raamdeo Agrawal

Raamdeo Agrawal

Raamdeo Agrawal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018.

 

Raamdeo was born and brought up in the village of Chattisgarh. He is a man with dignity and discipline. Later he moved to Mumbai to study to become a Chartered Accountant. He wrote the book Corporate Numbers Games with Ram K P. Mriparia. Mr. Raamdeo also authored The Art Of Wealth Creation.

 

He maintained a consistent track record of the highest integrity in tax payments for five years from FY95-FY99 and thus received Rashtriya Samman Patra by the Central Board of Direct Taxes for the same. One would be glad to know that Raamdeo Agrawal considers Warren Buffett a mentor, and his investment strategy is exceptionally inspired by him.

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