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Motilal Oswal India Realty Fund V

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Welcome to AIF & PMS Experts India Pvt. Ltd.

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About Company

MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus on a 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.

Fund Snapshot

Year of Inception 2021
Number of Stocks 15-20
Investment Horizon 3-5 Years
Fund Managers Sharad Mittal

Investment Philosophy

Motilal Oswal Financial Services has launched its fifth real estate fund Motilal Oswal India Realty Fund V.

The fund aims at deploying capital in developing affordable homes for the middle-income group. It aims for the top seven cities across India.

Motilal Oswal India Realty Fund V is a Category II alternative investment fund.

Unique Feature

Deploying capital for construction of affordable housing

About Fund Managers

Mr. Mittal-CEO of Motilal Oswal Real Estate (MORE)
Mr. Mittal
Mr. Mittal

Mr. Mittal is the CEO of Motilal Oswal Real Estate (MORE). Prior to associating with MORE, Sharad was associated with ICICI Prudential AMC

 

Raamdeo Agrawal-Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Raamdeo Agrawal Portfolio - Motilal Oswal Financial Services
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.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Motilal Oswal Value

AMC Name: Motilal Oswal AMC Inc Date: Mar-2003
large cap
(PMS)
1907.17 Strategy 3.7 9.4 8.4 2.70 21.10 14.90 9.10 12.40 19.30
Nifty 50 TRI 3.7 7.6 6.8 5.10 26.50 18.60 13.80 14.30 17.10

Focused Midcap

AMC Name: Motilal Oswal AMC Inc Date: Dec 24,2019
mid cap
(PMS)
314.97 Strategy -0.10 -0.10 -8.70 -13.90 22.60 23.70
Nifty MidSmallcap 400 TRI 6.00 10.80 10.00 10.00 38.50 28.80

IOP

AMC Name: Motilal Oswal AMC Inc Date: Feb 15,2010
small cap
(PMS)
1,048.99 Strategy 0.90 1.10 -8.40 -13.90 14.90 8.80 -0.80 9.70 7.70
Nifty Smallcap 100 TRI 4.70 5.30 -2.00 -13.40 29.00 20.00 1.70 11.00 6.40

IOP V2

AMC Name: Motilal Oswal AMC Inc Date: Feb 5,2018
small cap
(PMS)
384.33 Strategy 0.70 0.80 -8.30 -13.50 21.10 19.10 4.50
Nifty Smallcap 100 TRI 4.70 5.30 -2.00 -13.40 29.00 20.00 1.70

BOP

AMC Name: Motilal Oswal AMC Inc Date: Jan 16,2018
multi cap
(PMS)
1,257.25 Strategy 5.30 9.70 7.30 2.20 22.70 16.20 10.50
Nifty 500 TRI 4.70 9.10 8.00 6.70 29.40 20.80 12.60

NTDOP

AMC Name: Motilal Oswal AMC Inc Date: Dec 05,2007
multi cap
(PMS)
7792.27 Strategy 3.30 7.20 1.40 -0.80 23.00 15.70 8.40 19.30 15.10
Nifty 500 TRI 4.70 9.10 8.00 6.70 29.40 20.80 13.30 15.30 11.20

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.