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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
  • 104
    Out of 168*
  • Compare
    Compare
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PMS Bazaar
Portfolio age4 years, 6 months
2%
4.27%
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 31/10/2025)
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
  • CapitalGoods38.46%
  • Consumer Durables17.88%
  • Information Technology9.68%
  • Automobile and Auto Components9.39%
  • Healthcare7.56%
Stock Holdings
  • Global Health Ltd.7.56%
  • Amber Enterprises India Ltd.7.36%
  • CG Power and Industrial Solutions Ltd.7.09%
  • Kei Industries Ltd.6.87%
  • Cummins India Ltd.6.66%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank104 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM14586.15
  • Highest Return In 1 Yr1.3%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
India Growth Strategy
AUM (₹ Cr)
₹282.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
53 Out of 251
Fixed Fee
2.50%
Scheme Return
4.95%
Benchmark Return
4.27%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,021.30 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 251
Fixed Fee
2.50%
Scheme Return
4.4%
Benchmark Return
4.27%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,579.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
154 Out of 251
Fixed Fee
2.50%
Scheme Return
3.23%
Benchmark Return
4.27%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,635.88 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
169 Out of 251
Fixed Fee
2.50%
Scheme Return
3.04%
Benchmark Return
4.27%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.49 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 251
Fixed Fee
2.50%
Scheme Return
2%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
74.49
(As on Oct, 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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.49 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
214 Out of 251
Fixed Fee
2.50%
Scheme Return
2%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 14993.64 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 6 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

14,993.64 (As on Oct, 2025)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
India Growth Strategy
AUM (₹ Cr)
₹282.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
53 Out of 251
Fixed Fee
2.50%
Scheme Return
4.95%
Benchmark Return
4.27%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,021.30 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 251
Fixed Fee
2.50%
Scheme Return
4.4%
Benchmark Return
4.27%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,579.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
154 Out of 251
Fixed Fee
2.50%
Scheme Return
3.23%
Benchmark Return
4.27%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,635.88 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
169 Out of 251
Fixed Fee
2.50%
Scheme Return
3.04%
Benchmark Return
4.27%
Multifactor Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
194 Out of 251
Fixed Fee
2.50%
Scheme Return
2.46%
Benchmark Return
4.27%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.49 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 251
Fixed Fee
2.50%
Scheme Return
2%
Benchmark Return
4.27%
*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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