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Motilal Oswal - Founders
Motilal Oswal - Founders

Motilal Oswal - Founders

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 135
    Out of 235*
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Portfolio age2 years, 8 months
3.23%
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 (2.1%)
Allocation by Market Cap
Small Cap (43.4%)
Mid Cap (40.8%)
Large Cap (13.7%)
Sector Holdings
  • Capital Goods32.83%
  • Financial Services18.5%
  • Consumer Durables8.17%
  • Chemicals7.05%
  • Consumer Services6.14%
Stock Holdings
  • Eternal Ltd.6.14%
  • PTC Industries Ltd.4.94%
  • Amber Enterprises India Ltd.4.72%
  • Muthoot Finance Ltd.4.33%
  • Suzlon Energy Ltd.4.17%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank 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)
3579.39
(As on Oct, 2025)
Inception Date
Mar 16, 2023
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

The objective of the fund is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across market capitalization

Investment Approach

The objective of the fund is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across market capitalization

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,579.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
154 Out of 251
Fixed Fee
2.50%
Scheme Return
3.23%
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 - Founders?
The hurdle rate of Motilal Oswal - Founders is 8.00%.
What is the fixed fee charged in Motilal Oswal - Founders ?
The fixed fee charged in Motilal Oswal - Founders is 2.50%.
What is the variable fee charged in Motilal Oswal - Founders ?
There is no option for Variable fee.
What is the profit sharing in Motilal Oswal - Founders ?
The profit sharing in Motilal Oswal - Founders is 20% Profit Sharing Over 8% Hurdle Rate.
What is the minimum investment in Motilal Oswal - Founders ?
The minimum investment in Motilal Oswal - Founders is ₹50 Lacs
What type of scheme is Motilal Oswal - Founders?
Motilal Oswal - Founders is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Motilal Oswal - Founders?
The inception date of Motilal Oswal - Founders is Mar 16, 2023.
What is the exit load of Motilal Oswal - Founders?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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