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Motilal Oswal - Founders
Motilal Oswal - Founders

Motilal Oswal - Founders

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 35
    Out of 185*
  • Compare
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PMS Bazaar
Portfolio age3 years, 3 months
-0.25%
-0.17%
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 31/05/2026)
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 (5.89%)
Allocation by Market Cap
Small Cap (34.56%)
Mid Cap (38.58%)
Large Cap (20.97%)
Sector Holdings
  • Capital Goods30.46%
  • Financial Services20.02%
  • Healthcare7.99%
  • Automobile and Auto Components7.71%
  • Chemicals6.58%
Stock Holdings
  • Onesource Specialty Pharma Ltd.4.84%
  • Eternal Ltd.4.81%
  • PTC Industries Ltd.4.77%
  • Billionbrains Garage Ventures Ltd.4.7%
  • CG Power and Industrial Solutions Ltd.4.62%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank35 Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM14032.449999999999
  • Highest Return In 1 Yr12.9%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹2,179.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
5 Out of 59
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
-0.17%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.15 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 285
Fixed Fee
2.50%
Scheme Return
2.75%
Benchmark Return
-0.17%
India Growth Strategy
AUM (₹ Cr)
₹297.42 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 285
Fixed Fee
2.50%
Scheme Return
1.94%
Benchmark Return
-0.17%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,421.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
180 Out of 285
Fixed Fee
2.50%
Scheme Return
0.71%
Benchmark Return
-0.17%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,887.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.25%
Benchmark Return
-0.17%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,172.64 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
245 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.72%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
3887.39
(As on May, 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
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)
₹3,887.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
228 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.25%
Benchmark Return
-0.17%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*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 14280.65 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 6 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

14,280.65 (As on May, 2026)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹2,179.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
5 Out of 59
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
-0.17%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.15 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 285
Fixed Fee
2.50%
Scheme Return
2.75%
Benchmark Return
-0.17%
India Growth Strategy
AUM (₹ Cr)
₹297.42 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 285
Fixed Fee
2.50%
Scheme Return
1.94%
Benchmark Return
-0.17%
Multifactor Equity
AUM (₹ Cr)
₹1.94 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
136 Out of 285
Fixed Fee
2.50%
Scheme Return
1.42%
Benchmark Return
-0.17%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,421.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
180 Out of 285
Fixed Fee
2.50%
Scheme Return
0.71%
Benchmark Return
-0.17%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,887.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.25%
Benchmark Return
-0.17%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,172.64 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
245 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.72%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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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