What is the hurdle rate of Multifactor Equity?

The hurdle rate of Multifactor Equity is 8.00%.

What is the fixed fee charged in Multifactor Equity ?

The fixed fee charged in Multifactor Equity is 2.50%.

What is the variable fee charged in Multifactor Equity ?

There is no option for Variable fee.

What is the profit sharing in Multifactor Equity ?

The profit sharing in Multifactor Equity is 20% Profit Sharing Over 8% Hurdle Rate.

What is the minimum investment in Multifactor Equity ?

The minimum investment in Multifactor Equity is ₹50 Lacs

What type of scheme is Multifactor Equity?

Multifactor Equity is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Multifactor Equity?

The inception date of Multifactor Equity is May 06, 2021.

Multifactor Equity

Motilal Oswal Asset Management Company Ltd
Multi Cap AND Flexi Cap

59
Out of 168*
Compare
Share

Portfolio age4 years, 7 months

2.46%

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

TRAILING PERFORMANCE

(As on 31/10/2025)

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 (0.6%)

Allocation by Market Cap

Small Cap (9.4%)

Mid Cap (62.2%)

Large Cap (27.8%)

Sector Holdings

Financial Services28.41%
Automobile and Auto Components18.37%
Healthcare17.15%
Fast Moving Consumer Goods11.23%
Capital Goods10.15%

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Bijon Pani

Manager Rank59 Out of 168
i
Rank is based on 3-year return
Schemes Managed1
Total AUMUndisclosed
Highest Return In 1 Yr-5.1%

Profile

Dr Bijon Pani, Ph.D. has over 12 years’ experience in quantitative investment management both globally and in India. He manages the quant strategies in AIF and PMS and also heads the quant research. He has previously worked at NJ AMC, IDFC AMC, Barclays Capital and Eden Financial. He was also a visiting faculty at XLRI Jamshedpur. Bijon has a Ph.D in Finance with specialization in factor investing from EDHEC, France. He also has a MS in Finance from London Business School and MSc in Comupter Science from Oxford University

Other Schemes

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

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Multifactor Equity

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Oct, 2025)

Inception Date

May 06, 2021

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

No Option

Hurdle Rate

8.00%

Profit Sharing

20% Profit Sharing Over 8% Hurdle Rate

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INVESTMENT PHILOSOPHY

Objective

To create a portfolio that seeks to outperform the broader market over the investment cycle by taking diversified exposure to different factors of investing, through a systematic and rules-based approach.

Investment Approach

The quantitative portfolio construction model seeks to allocate to companies that rank highly on popular investment factors such as quality, value, momentum and low volatility.