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Motilal Oswal - Founders
Motilal Oswal - Founders

Motilal Oswal - Founders

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 182
    Out of 242*
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PMS Bazaar
Portfolio age2 years, 9 months
-2.6%
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 (2.1%)
Allocation by Market Cap
Small Cap (43.4%)
Mid Cap (40.8%)
Large Cap (13.7%)
Sector Holdings
  • Capital Goods28.86%
  • Financial Services24.86%
  • Consumer Durables7.43%
  • Chemicals6.07%
  • Consumer Services5.96%
Stock Holdings
  • Eternal Ltd.5.96%
  • PTC Industries Ltd.5.33%
  • Piramal Finance Ltd.5.33%
  • Muthoot Finance Ltd.5.25%
  • Amber Enterprises India Ltd.4.33%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank 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
41 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
46 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)
3585.78
(As on Nov, 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)
₹3,585.78 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
231 Out of 259
Fixed Fee
2.50%
Scheme Return
-2.6%
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
20 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
41 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
46 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 - 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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