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 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.

Motilal Oswal - Ethical Strategy

Q: 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.

Motilal Oswal Asset Management Company Ltd
Multi Cap AND Flexi Cap

81
Out of 141*
Compare
Share

Portfolio age5 years, 2 months

1.53%

1.73%

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 31/07/2026)

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 (-0.23%)

Allocation by Market Cap

Small Cap (32.26%)

Mid Cap (40.95%)

Large Cap (27.02%)

Sector Holdings

Capital Goods50.35%
Consumer Durables14.22%
Information Technology12.39%
Automobile and Auto Components9.01%
Healthcare7.06%

Stock Holdings

Syrma SGS Technology Ltd.8.7%
Kei Industries Ltd.8.53%
Apar Industries Ltd.8.43%
Cummins India Ltd.8.11%
CG Power and Industrial Solutions Ltd.8%

PORTFOLIO MANAGERS

Vaibhav Agrawal

Manager Rank90 Out of 194
i
Rank is based on 3-year return
Schemes Managed6
Total AUM14661.17
Highest Return In 1 Yr14.98%

Profile

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Motilal Oswal - NTDOP

AUM (₹ Cr)

₹4,562.38 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

26 Out of 278

Fixed Fee

2.50%

Scheme Return

3.69%

Benchmark Return

11.51%

Motilal Oswal - Ethical Strategy

AUM (₹ Cr)

₹77.09 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

128 Out of 278

Fixed Fee

2.50%

Scheme Return

1.53%

Benchmark Return

1.73%

India Growth Strategy

AUM (₹ Cr)

₹320.35 Cr

Hurdle Rate

8.00% or 10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

156 Out of 278

Fixed Fee

2.50%

Scheme Return

1.02%

Benchmark Return

1.73%

Motilal Oswal - Value Migration

AUM (₹ Cr)

₹3,220.20 Cr

Hurdle Rate

8.00% or 10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

166 Out of 278

Fixed Fee

2.50%

Scheme Return

0.78%

Benchmark Return

1.73%

Motilal Oswal - Founders

AUM (₹ Cr)

₹4,148.34 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

192 Out of 278

Fixed Fee

2.50%

Scheme Return

0.25%

Benchmark Return

1.73%

Motilal Oswal - Focused Midcap

AUM (₹ Cr)

₹2,332.81 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

48 Out of 62

Fixed Fee

2.50%

Scheme Return

Benchmark Return

1.73%

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

FUND SUMMARY

AUM (₹ Cr)

77.09

(As on Jul, 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

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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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.