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Motilal Oswal - NTDOP
Motilal Oswal - NTDOP

Motilal Oswal - NTDOP

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 102
    Out of 118*
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PMS Bazaar
Portfolio age18 years, 4 months
4.4%
4.27%
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 31/10/2025)
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 (5.2%)
Allocation by Market Cap
Small Cap (25.3%)
Mid Cap (48.4%)
Large Cap (21.1%)
Sector Holdings
  • Financial Services25.62%
  • Capital Goods23.64%
  • Consumer Durables11.6%
  • Information Technology5.69%
  • Metals & Mining5.6%
Stock Holdings
  • CG Power and Industrial Solutions Ltd.5.39%
  • IDFC First Bank Ltd.5.32%
  • Aditya Birla Capital Ltd.5.11%
  • Piramal Enterprises Ltd.4.74%
  • Piramal Capital and Housing Finance4.55%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank126 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM14586.15
  • Highest Return In 1 Yr1.3%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
India Growth Strategy
AUM (₹ Cr)
₹282.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
53 Out of 251
Fixed Fee
2.50%
Scheme Return
4.95%
Benchmark Return
4.27%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,021.30 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 251
Fixed Fee
2.50%
Scheme Return
4.4%
Benchmark Return
4.27%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,579.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
154 Out of 251
Fixed Fee
2.50%
Scheme Return
3.23%
Benchmark Return
4.27%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,635.88 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
169 Out of 251
Fixed Fee
2.50%
Scheme Return
3.04%
Benchmark Return
4.27%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.49 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 251
Fixed Fee
2.50%
Scheme Return
2%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
5021.30
(As on Oct, 2025)
Inception Date
Aug 03, 2007
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 Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth by focusing on different Multicap stocks

Investment Approach

Buy Right & Sit Tight / QGLP / Focus on likely earning 20-to-25% on net-worth / buying beneficieries of next trillion dollar GDP growth at reasonable price / long-term view / Bottom-up approach / focused on portfolio of about 25 stocks

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,021.30 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
75 Out of 251
Fixed Fee
2.50%
Scheme Return
4.4%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 14993.64 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 6 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

14,993.64 (As on Oct, 2025)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
India Growth Strategy
AUM (₹ Cr)
₹282.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
53 Out of 251
Fixed Fee
2.50%
Scheme Return
4.95%
Benchmark Return
4.27%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,021.30 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 251
Fixed Fee
2.50%
Scheme Return
4.4%
Benchmark Return
4.27%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,579.39 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
154 Out of 251
Fixed Fee
2.50%
Scheme Return
3.23%
Benchmark Return
4.27%
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,635.88 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
169 Out of 251
Fixed Fee
2.50%
Scheme Return
3.04%
Benchmark Return
4.27%
Multifactor Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
194 Out of 251
Fixed Fee
2.50%
Scheme Return
2.46%
Benchmark Return
4.27%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹74.49 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 251
Fixed Fee
2.50%
Scheme Return
2%
Benchmark Return
4.27%
*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 - NTDOP?
The hurdle rate of Motilal Oswal - NTDOP is 8.00%.
What is the fixed fee charged in Motilal Oswal - NTDOP ?
The fixed fee charged in Motilal Oswal - NTDOP is 2.50%.
What is the variable fee charged in Motilal Oswal - NTDOP ?
There is no option for Variable fee.
What is the profit sharing in Motilal Oswal - NTDOP ?
The profit sharing in Motilal Oswal - NTDOP is 20% Profit Sharing Over 8% Hurdle Rate.
What is the minimum investment in Motilal Oswal - NTDOP ?
The minimum investment in Motilal Oswal - NTDOP is ₹50 Lacs
What type of scheme is Motilal Oswal - NTDOP?
Motilal Oswal - NTDOP is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Motilal Oswal - NTDOP?
The inception date of Motilal Oswal - NTDOP is Aug 03, 2007.
What is the exit load of Motilal Oswal - NTDOP?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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