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Motilal Oswal - Ethical Strategy
Motilal Oswal - Ethical Strategy

Motilal Oswal - Ethical Strategy

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 94
    Out of 173*
  • Compare
    Compare
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PMS Bazaar
Portfolio age4 years, 6 months
-1.01%
0.96%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (13.1%)
Allocation by Market Cap
Small Cap (35%)
Mid Cap (35.6%)
Large Cap (16.3%)
Sector Holdings
  • CapitalGoods39.21%
  • Consumer Durables16.3%
  • Automobile and Auto Components10.94%
  • Information Technology10.31%
  • Healthcare7.25%
Stock Holdings
  • Global Health Ltd.7.25%
  • Kei Industries Ltd.7.14%
  • CG Power and Industrial Solutions Ltd.7.09%
  • Cummins India Ltd.6.95%
  • Pricol Ltd.6.68%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank94 Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM14439.77
  • Highest Return In 1 Yr-1.85%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,047.65 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
43 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
India Growth Strategy
AUM (₹ Cr)
₹288.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
48 Out of 259
Fixed Fee
2.50%
Scheme Return
1.59%
Benchmark Return
0.96%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹2,031.03 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
9 Out of 53
Fixed Fee
2.50%
Scheme Return
0.87%
Benchmark Return
0.96%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹77.46 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
192 Out of 259
Fixed Fee
2.50%
Scheme Return
-1.01%
Benchmark Return
0.96%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,585.78 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 259
Fixed Fee
2.50%
Scheme Return
-2.6%
Benchmark Return
0.96%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,409.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
254 Out of 259
Fixed Fee
2.50%
Scheme Return
-5.05%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
77.46
(As on Nov, 2025)
Inception Date
Jun 08, 2021
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
8.00%
Profit Sharing
20% Profit Sharing Over 8% Hurdle Rate
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bt_logoINVESTMENT PHILOSOPHY

Objective

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.

Investment Approach

Companies involved in activities which are not considered ethical to community investors are filtered out. Post sector screen, companies are checked for compliance to finacnial ratios.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹77.46 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
192 Out of 259
Fixed Fee
2.50%
Scheme Return
-1.01%
Benchmark Return
0.96%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Motilal Oswal Asset Management Company Ltd
Motilal Oswal Asset Management Company Ltd manages assets worth Rs 14821.45 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

14,821.45 (As on Nov, 2025)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Multifactor Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
22 Out of 259
Fixed Fee
2.50%
Scheme Return
2.16%
Benchmark Return
0.96%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,047.65 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
43 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
India Growth Strategy
AUM (₹ Cr)
₹288.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
48 Out of 259
Fixed Fee
2.50%
Scheme Return
1.59%
Benchmark Return
0.96%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹2,031.03 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
9 Out of 53
Fixed Fee
2.50%
Scheme Return
0.87%
Benchmark Return
0.96%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹77.46 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
192 Out of 259
Fixed Fee
2.50%
Scheme Return
-1.01%
Benchmark Return
0.96%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,585.78 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 259
Fixed Fee
2.50%
Scheme Return
-2.6%
Benchmark Return
0.96%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,409.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
254 Out of 259
Fixed Fee
2.50%
Scheme Return
-5.05%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Motilal Oswal - Ethical Strategy?
The hurdle rate of Motilal Oswal - Ethical Strategy is 8.00%.
What is the fixed fee charged in Motilal Oswal - Ethical Strategy ?
The fixed fee charged in Motilal Oswal - Ethical Strategy is 2.50%.
What is the variable fee charged in Motilal Oswal - Ethical Strategy ?
There is no option for Variable fee.
What is the profit sharing in Motilal Oswal - Ethical Strategy ?
The profit sharing in Motilal Oswal - Ethical Strategy is 20% Profit Sharing Over 8% Hurdle Rate.
What is the minimum investment in Motilal Oswal - Ethical Strategy ?
The minimum investment in Motilal Oswal - Ethical Strategy is ₹50 Lacs
What type of scheme is Motilal Oswal - Ethical Strategy?
Motilal Oswal - Ethical Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Motilal Oswal - Ethical Strategy?
The inception date of Motilal Oswal - Ethical Strategy is Jun 08, 2021.
What is the exit load of Motilal Oswal - Ethical Strategy?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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