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Motilal Oswal - Founders
Motilal Oswal - Founders

Motilal Oswal - Founders

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 155
    Out of 245*
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PMS Bazaar
Portfolio age3 years
0.73%
0.45%
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 28/02/2026)
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 (1.8%)
Allocation by Market Cap
Small Cap (34.9%)
Mid Cap (41.7%)
Large Cap (21.5%)
Sector Holdings
  • Capital Goods27.73%
  • Financial Services26.54%
  • Chemicals7.04%
  • Healthcare6.05%
  • Automobile and Auto Components5.81%
Stock Holdings
  • PTC Industries Ltd.5.77%
  • Amber Enterprises India Ltd.5.27%
  • Piramal Finance Ltd.5.19%
  • Muthoot Finance Ltd.5.15%
  • Eternal Ltd.4.97%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM13305.27
  • Highest Return In 1 Yr22.8%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
India Growth Strategy
AUM (₹ Cr)
₹282.84 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
21 Out of 263
Fixed Fee
2.50%
Scheme Return
4.16%
Benchmark Return
0.45%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,066.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
116 Out of 263
Fixed Fee
2.50%
Scheme Return
0.89%
Benchmark Return
0.45%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,918.71 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
33 Out of 58
Fixed Fee
2.50%
Scheme Return
0.8%
Benchmark Return
0.45%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,461.75 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
125 Out of 263
Fixed Fee
2.50%
Scheme Return
0.73%
Benchmark Return
0.45%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,504.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
179 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.22%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
3461.75
(As on Feb, 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)
₹3,461.75 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
124 Out of 263
Fixed Fee
2.50%
Scheme Return
0.73%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*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 13619.11 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

13,619.11 (As on Mar, 2026)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
India Growth Strategy
AUM (₹ Cr)
₹282.84 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
21 Out of 263
Fixed Fee
2.50%
Scheme Return
4.16%
Benchmark Return
0.45%
Multifactor Equity
AUM (₹ Cr)
₹64.90 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 263
Fixed Fee
2.50%
Scheme Return
2.71%
Benchmark Return
0.45%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,066.02 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
116 Out of 263
Fixed Fee
2.50%
Scheme Return
0.89%
Benchmark Return
0.45%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,918.71 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
33 Out of 58
Fixed Fee
2.50%
Scheme Return
0.8%
Benchmark Return
0.45%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,461.75 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
125 Out of 263
Fixed Fee
2.50%
Scheme Return
0.73%
Benchmark Return
0.45%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹4,504.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
179 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.22%
Benchmark Return
0.45%
*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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