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Motilal Oswal Asset Management Ltd

Motilal Oswal - Ethical Strategy

Equity, Multi cap & Flexi Cap
AUM (Cr.)
77.46
Benchmark
S&P BSE 500 TRI
Inception Date
June 08, 2021
Minimum Investement
Rs. 50 Lakh

Investment Approach Trailing Returns

PeriodInvestment Approach (%)Benchmark (%)
1M Return
-1.01
0.96
3M Return
3.95
6.57
6M Return
6.29
5.62
1Y Return
-6.84
6.27
2Y Return
10.98
16.16
3Y Return
16.71
15.25
5Y Return
NA
18.61
Since Inception
12.85
12.58

Investment Approach vs Benchmark

Data Undisclosed
Data Undisclosed

Market Composition

Large Cap
Mid Cap
Small Cap
Cash
Data Undisclosed

Fund Manager

Mr. Vaibhav Agrawal
Mr. Vaibhav Agrawal serves as Chief Investment Officer (CIO) for Alternates and Fund Manager at Motilal Oswal Asset Management Company Ltd., currently managing approximately ?10,000 crores in AUM across alternate products including PMS and AIF strategies like Motilal Oswal Founders Portfolio and Growth Anchors Fund. Elevated to CIO in October 2024 after serving as Portfolio Manager since April 2022, he previously worked as an investment analyst at Motilal Oswal Asset Management from 2012-2015 and as a ratings analyst at CRISIL, accumulating over a decade of experience in stock picking and delivering index-beating returns through fundamental investing across market cycles. He is also the founder of Teji Mandi, a platform aiding retail investors, and holds a Bachelor's in Computer Science from the University of Pennsylvania and an MBA from London Business School.

Fee Structure

Fixed Fee (%)Performance Fee (%)Hurdle Rate (%)Exit Load (%)
2.50% 20% 8% 1 Year - 2%, 2 Year - 0%, 3 Year - 0%

Disclaimer : Past performance of Portfolio Managers/Investment Approaches, including model portfolios, is not indicative of future results and has been obtained from public sources. RR Finance and its representatives make no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of such information. Investors are requested to carry out their own independent due diligence and consult their financial advisors before making any investment decisions. Investments are subject to market risks. Read all scheme related documents carefully.

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ARN-0032 Validity 14-Mar-2027

Head Office - 4th floor, Indraprakash Building 21, Barakhamba Road, New Delhi – 110001

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+91 11-4444-1111

Customer Care
+91 9350316010

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