Motilal Oswal Asset Management Company Limited (MOAMC) has achieved a major milestone with its Assets Under Management (AUM) surpassing Rs 1.5 lakh crore across its offerings, which include Active and Passive Mutual Funds, Portfolio Management Services (PMS), and Category-III Alternative Investment Funds (AIFs).
Over the past five years, MOAMC has recorded an impressive 34% compound annual growth rate (CAGR) in AUM, rising from Rs 35,180 crore in June 2020. This strong growth reflects the company's steadfast focus on high-quality, earnings-driven growth investing.
Currently, MOAMC serves approximately 79 lakh customers across more than 200 locations in India and manages nearly 95 lakh unique folios. The AUM composition includes around Rs 84,300 crore in Active Mutual Funds, Rs 33,600 crore in Passive Mutual Funds, Rs 15,000 crore in PMS, and Rs 17,100 crore in AIFs — highlighting the firm’s scale and diversified investment platforms.
MOAMC has consistently increased its share in incremental mutual fund flows. In FY25, it captured a 7.8% share of net sales in growth- and equity-oriented mutual fund schemes, up significantly from 1.9% in FY24. The total net inflows during FY25 stood at Rs 48,450 crore, with Systematic Investment Plans (SIPs) contributing Rs 9,256 crore.
This achievement reflects the trust investors and distribution partners place in MOAMC’s differentiated investment strategy, which emphasizes identifying high-quality, scalable businesses with strong earnings potential in emerging and underpenetrated sectors.
Navin Agarwal, Group Managing Director of Motilal Oswal Financial Services Limited (MOFSL), said, “Crossing Rs 1.5 lakh crore in AUM is a significant milestone that reinforces our long-term commitment to equity investing. It reflects the strength of our philosophy of backing quality businesses with sustainable growth. This success is driven by our disciplined execution and research-led approach.”
Prateek Agrawal, Managing Director & CEO of MOAMC, added, “This milestone showcases the trust our clients place in our high-growth investment philosophy and the dedication of our teams. We remain focused on identifying scalable businesses with consistent earnings momentum and building high-conviction portfolios that are meaningfully different from the benchmark.”
He further noted, “We thank our investors for their continued confidence and remain committed to supporting them in achieving their long-term financial goals. This accomplishment motivates us to further innovate, expand our reach, and strengthen client relationships as we move into the next phase of growth.”
MOAMC continues to lead in financial innovation, with a broad range of offerings including mutual funds, PMS, AIFs, ETFs, and international investment strategies. With this milestone, the company reaffirms its commitment to delivering differentiated outcomes through a clear investment philosophy, strong research capabilities, and conviction-led execution.