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Motilal Oswal - Founders
Motilal Oswal - Founders

Motilal Oswal - Founders

  • Motilal Oswal Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 38
    Out of 228*
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PMS Bazaar
Portfolio age2 years, 5 months
1.47%
3.68%
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 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 (0.48%)
Allocation by Market Cap
Small Cap (39.16%)
Mid Cap (43%)
Large Cap (17.36%)
Sector Holdings
  • Capital Goods38.27%
  • Financial Services14.5%
  • Consumer Durables11.76%
  • Consumer Services8.73%
  • Chemicals6.45%
Stock Holdings
  • PTC Industries Ltd.5.42%
  • Suzlon Energy Ltd.5.22%
  • Eternal Ltd.5.09%
  • Amber Enterprises India Ltd.4.71%
  • Prestige Estates Projects Ltd.4.54%

bt_logoPORTFOLIO MANAGERS

Vaibhav Agrawal
  • Manager Rank Out of 162
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM14543.73
  • Highest Return In 1 Yr13.44%
Profile

Other Schemes
  • table
  • Grid
Compare
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,791.36 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
57 Out of 248
Fixed Fee
2.50%
Scheme Return
4.75%
Benchmark Return
3.68%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,487.95 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
90 Out of 248
Fixed Fee
2.50%
Scheme Return
4.18%
Benchmark Return
3.68%
India Growth Strategy
AUM (₹ Cr)
₹267.06 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
133 Out of 248
Fixed Fee
2.50%
Scheme Return
3.56%
Benchmark Return
3.68%
Motilal Oswal - Focused Midcap
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%
Scheme Return
2.86%
Benchmark Return
3.68%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹75.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
194 Out of 248
Fixed Fee
2.50%
Scheme Return
2.33%
Benchmark Return
3.68%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,009.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
219 Out of 248
Fixed Fee
2.50%
Scheme Return
1.47%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
3009.87
(As on Jun, 2025)
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)
₹3,110.99 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
98 Out of 248
Fixed Fee
2.50%
Scheme Return
-1.52%
Benchmark Return
3.68%
Shade - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 248
Fixed Fee
No Option
Scheme Return
2.87%
Benchmark Return
3.68%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 248
Fixed Fee
2.50%
Scheme Return
2.84%
Benchmark Return
3.68%
Factor Fund
AUM (₹ Cr)
₹245.46 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 248
Fixed Fee
1.50%
Scheme Return
2.69%
Benchmark Return
3.68%
White Whale - North Star Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 248
Fixed Fee
2.00%
Scheme Return
2.64%
Benchmark Return
3.37%
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 248
Fixed Fee
2.50%
Scheme Return
2.42%
Benchmark Return
3.68%
*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
  • table
  • Grid
Compare
Motilal Oswal - Value Migration
AUM (₹ Cr)
₹3,791.36 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
57 Out of 248
Fixed Fee
2.50%
Scheme Return
4.75%
Benchmark Return
3.68%
Multifactor Equity
AUM (₹ Cr)
₹86.17 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
63 Out of 248
Fixed Fee
2.50%
Scheme Return
4.59%
Benchmark Return
3.68%
Motilal Oswal - NTDOP
AUM (₹ Cr)
₹5,487.95 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
90 Out of 248
Fixed Fee
2.50%
Scheme Return
4.18%
Benchmark Return
3.68%
India Growth Strategy
AUM (₹ Cr)
₹267.06 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
133 Out of 248
Fixed Fee
2.50%
Scheme Return
3.56%
Benchmark Return
3.68%
Motilal Oswal - Focused Midcap
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%
Scheme Return
2.86%
Benchmark Return
3.68%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹75.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
194 Out of 248
Fixed Fee
2.50%
Scheme Return
2.33%
Benchmark Return
3.68%
Motilal Oswal - Founders
AUM (₹ Cr)
₹3,009.87 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
219 Out of 248
Fixed Fee
2.50%
Scheme Return
1.47%
Benchmark Return
3.68%
*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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