Motilal Oswal Ethical Strategy
Why Ethical
- Risk sharing principle protects parties and, in turn, society from questionable social and financial practices
- Overall debt ratio is capped and interest-bearing transactions are limited under the guidelines
ESG Investing Parallels
- Strategy draws multiple parallels with ESG Investing due to its foundation of promoting social responsibility by promoting stewardship, social responsibility, and value creation
- Additional layer of balance sheet screening and low leverage
For Investors
- Strategy well positioned to cater to community investment guidelines, e.g., Muslims & Jains
- Segments which have a negative societal opinion are naturally avoided (tobacco, alcohol, pork, gambling, inappropriate media etc.)
- Socially responsible and governance-conscious investors as part of ESG Investing
The 4 P’s
Philosophy
India’s only fund house with a documented investment philosophy carefully honed by 25 consecutive years of Wealth Creation Studies
Professionals
a 12-member-strong Research Team & a 25 member Investment Team with a wealth of investing experience
Process
Continuously evolving through insights and a knowledge-based culture – 25 frameworks developed that provide an investment edge
Performance
17-year legacy of identifying Multi-baggers (Vision to See +Courage to Buy +Patience to Hold) across mandates
Market Cap Breakup
|
Large cap |
30% |
|
Mid-cap |
29% |
|
Small cap |
40% |
|
Total Long Equity Exposure |
99% |
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vaibhav Agrawal
Vaibhav Agrawal is a seasoned investment professional known for his disciplined approach to equity research and portfolio management. At Motilal Oswal Asset Management, he currently oversees approximately ₹10,000 crore in AUM across alternate investment products, reflecting the depth of trust he has built in the industry. His career spans over a decade of hands-on experience in stock selection, managing proprietary PMS strategies, and consistently delivering returns that surpass benchmark indices.
Vaibhav began his journey as a ratings analyst at CRISIL, where he developed a strong foundation in business evaluation and credit analysis. He later strengthened his investment acumen as an analyst at Motilal Oswal contributing to high-conviction ideas and long-term equity strategies. Academically, he combines a Bachelor’s degree in Computer Science from the University of Pennsylvania with an MBA from the London Business School, giving him a rare mix of analytical depth, global perspective, and practical market insight.
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