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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
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Portfolio age5 years, 4 months
4.98%
-0.09%
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

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (33.12%)
Mid Cap (40.23%)
Large Cap (26.65%)
Sector Holdings
  • Capital Goods48.71%
  • Consumer Durables13.39%
  • Information Technology13.18%
  • Automobile and Auto Components10.75%
  • Healthcare7.49%
Stock Holdings
  • Apar Industries Ltd.8.96%
  • Kei Industries Ltd.8.5%
  • Syrma SGS Technology Ltd.8.43%
  • Cummins India Ltd.7.8%
  • Global Health Ltd.7.49%

PORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
82.74
(As on Aug, 2026)
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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
8.00%
Profit Sharing
20% Profit Sharing Over 8% Hurdle Rate or 15% Profit Sharing Over 10% Hurdle Rate or 20% Profit Sharing Over 10% Hurdle Rate
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INVESTMENT 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.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Motilal Oswal Asset Management Company Ltd
Motilal Oswal Asset Management Company Ltd manages assets worth Rs 15557.33 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

15,557.33 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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 ?
The variable fee charged in Motilal Oswal - Ethical Strategy is 1.50%.
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 or 15% Profit Sharing Over 10% Hurdle Rate or 20% Profit Sharing Over 10% 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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