Motilal Oswal - Founders

Motilal Oswal Asset Management Company Ltd
Multi Cap AND Flexi Cap

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Portfolio age3 years, 6 months

6.45%

-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 (1.24%)

Allocation by Market Cap

Small Cap (36.92%)

Mid Cap (39.43%)

Large Cap (22.41%)

Sector Holdings

Capital Goods32.7%
Financial Services21.12%
Consumer Services10.36%
Automobile and Auto Components8.99%
Healthcare7.98%

Stock Holdings

PTC Industries Ltd.5.85%
Ather Energy Ltd.5.66%
One 97 Communications Ltd.5.24%
Eternal Ltd.5.09%
Shriram Finance Ltd.4.76%

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)

4466.23

(As on Aug, 2026)

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

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

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

Calculators

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PEER ANALYSIS

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

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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

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 - 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 ?

The variable fee charged in Motilal Oswal - Founders is 1.50%.

What is the profit sharing in Motilal Oswal - Founders ?

The profit sharing in Motilal Oswal - Founders 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 - 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.