Business Today
Subscribe
NRICareer & JobsUS NewsIn PicsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
BT Infra SummitLenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Motilal Oswal - Founders
Motilal Oswal - Founders

Motilal Oswal - Founders

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 25
    Out of 194*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 5 months
0.25%
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 (4%)
Allocation by Market Cap
Small Cap (34.97%)
Mid Cap (38.84%)
Large Cap (22.19%)
Sector Holdings
  • Capital Goods29.61%
  • Financial Services21.04%
  • Automobile and Auto Components8.91%
  • Healthcare7.94%
  • Consumer Services7.48%
Stock Holdings
  • Ather Energy Ltd.5.13%
  • Shriram Finance Ltd.5.03%
  • Eternal Ltd.4.99%
  • PTC Industries Ltd.4.83%
  • CG Power and Industrial Solutions Ltd.4.58%

PORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank25 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
  • 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
0%
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)
4148.34
(As on Jul, 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

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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Market Strategy: Sunny Agrawal On What Investors Should Watch Next21:18Market Strategy: Sunny Agrawal On What Investors Should Watch Next
BTTV OTT Friday Watchlist: Cocktail 2, Reacher 4 & More New Releases To Watch!2:44BTTV OTT Friday Watchlist: Cocktail 2, Reacher 4 & More New Releases To Watch!
Google Pixel 11 Launched in India: Gemini AI, Tensor G6 and New Features Explained12:09Indian Consumers Don’t Just Look At Price; They Look At Value, Says Google's Mitul Shah
Yogi Adityanath Says Modi & Patel Could Have Prevented India’s Disintegration At Independence4:05Yogi Adityanath Says Modi & Patel Could Have Prevented India’s Disintegration At Independence
Bharatiya Vyapar Mahotsav: Godfrey Phillips’ Samir Modi On Opportunities For Young Entrepreneurs1:18Bharatiya Vyapar Mahotsav: Godfrey Phillips’ Samir Modi On Opportunities For Young Entrepreneurs
Can India Catch Up In AI Race With US & China? Nilesh Shah Decodes4:19Can India Catch Up In AI Race With U.S. & China? Nilesh Shah Decodes
Defence Minister Rajnath Singh Meets Defence Force Medallists, Hails India’s Rising ‘Nari Shakti’3:04Defence Minister Rajnath Singh Meets Defence Force Medallists, Hails India’s Rising ‘Nari Shakti’
AI At Scale: The New Infrastructure Mandate For India Inc.8:01AI At Scale: The New Infrastructure Mandate For India Inc.
Rakesh Jhunjhunwala's Unfiltered Advice: Market Rules, Realistic Returns & Riding Indian Bull Run2:42Rakesh Jhunjhunwala's Unfiltered Advice: Market Rules, Realistic Returns & Riding Indian Bull Run
India-Russia's Arctic Route: Is Northern Sea Route The New Suez Alternative?5:33India-Russia's Arctic Route: Is Northern Sea Route The New Suez Alternative?
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Motilal Oswal - Founders
AUM (₹ Cr)
₹4,148.34 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
191 Out of 278
Fixed Fee
2.50%
Scheme Return
0.25%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*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 14787.98 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

14,787.98 (As on Jun, 2026)

Number of Schemes

7
Schemes From This AMC
  • 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%
Multifactor Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
181 Out of 278
Fixed Fee
2.50%
Scheme Return
0.47%
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
0%
Benchmark Return
1.73%
*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.

Top Stories