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Motilal Oswal - Ethical Strategy
Motilal Oswal - Ethical Strategy

Motilal Oswal - Ethical Strategy

  • Motilal Oswal Asset Management Company Ltd
  • MULTI CAP AND FLEXI CAP
  • 128
    Out of 164*
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PMS Bazaar
Portfolio age4 years, 1 month
2.33%
3.54%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment50 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 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (9.1%)
Allocation by Market Cap
Small Cap (38.1%)
Mid Cap (27.8%)
Large Cap (25%)
Sector Holdings
  • CapitalGoods31.84%
  • Consumer Durables21.83%
  • Healthcare12.31%
  • Automobile and Auto Components8.23%
  • Information Technology7.84%
Stock Holdings
  • Global Health Ltd.7.3%
  • CG Power and Industrial Solutions Ltd.7.06%
  • Kei Industries Ltd.6.57%
  • Amber Enterprises India Ltd.6.35%
  • UltraTech Cement Ltd.5.36%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank128 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM12632.11
  • Highest Return In 1 Yr13.44%
Profile

Other Schemes
AUM (₹ Cr)
₹3,791.36 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
59 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹5,487.95 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
92 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹267.06 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
135 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹75.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
196 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹3,009.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
221 Out of 250
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹75.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
196 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
*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 14960.04 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

14,960.04 (As on Jun, 2025)

Number of Schemes

7
Schemes From This AMC
AUM (₹ Cr)
₹3,791.36 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
59 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹86.17 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
65 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹5,487.95 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
92 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹267.06 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
135 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,911.62 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
36 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
₹75.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
196 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹3,009.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
221 Out of 250
Fixed Fee
2.50%
*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 - Ethical Strategy?
The hurdle rate of Motilal Oswal - Ethical Strategy is 8.00%.
What is the fixed fee charged in Motilal Oswal - Ethical Strategy ?
The fixed fee charged in Motilal Oswal - Ethical Strategy is 2.50%.
What is the variable fee charged in Motilal Oswal - Ethical Strategy ?
There is no option for Variable fee.
What is the profit sharing in Motilal Oswal - Ethical Strategy ?
The profit sharing in Motilal Oswal - Ethical Strategy is 20% Profit Sharing Over 8% Hurdle Rate.
What is the minimum investment in Motilal Oswal - Ethical Strategy ?
The minimum investment in Motilal Oswal - Ethical Strategy is ₹50 Lacs
What type of scheme is Motilal Oswal - Ethical Strategy?
Motilal Oswal - Ethical Strategy is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Motilal Oswal - Ethical Strategy?
The inception date of Motilal Oswal - Ethical Strategy is Jun 08, 2021.
What is the exit load of Motilal Oswal - Ethical Strategy?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.