About Company
Motilal Oswal Asset Management Company Limited
MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus of customer-first attitude, ethical and transparent business practices, and many more. Today Motilal is a diverse firm that is working on a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Home Finance, etc. Motilal has clients of retail customers, mutual funds, foreign institutional investors, financial institutions, corporate clients, etc. They have more than 44,00,000+ customers across the globe. They make every decision with solid research at present they have 25+ research analysts researching over 250 companies across 20 sectors.
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% |
Your Portfolio’s Best Decisions Start Here
Every smart outcome begins with a smart choice. At AltPort, your portfolio is built on choices that are researched, reasoned, and ready for market shifts. If you want investing that feels grounded and structured, we’re here.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Motilal Oswal Ethical Strategy
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Motilal Oswal Asset Management Company Limited - Portfolio Managers
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹63.65 | -12.77 | -10.28 | -10.88 | -1.71 | -4.19 | 13.33 | 8.13 | 0.00 | 9.06 |
| Benchmark | NA | -11.37 | -13.94 | -9.62 | -3.12 | 1.32 | 12.88 | 9.27 | 0.00 | 10.10 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Raamdeo Agrawal
Raamdeo Agrawal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018.
Raamdeo was born and brought up in the village of Chattisgarh. He is a man with dignity and discipline. Later he moved to Mumbai to study to become a Chartered Accountant. He wrote the book Corporate Numbers Games with Ram K P. Mriparia. Mr. Raamdeo also authored The Art Of Wealth Creation.
He maintained a consistent track record of the highest integrity in tax payments for five years from FY95-FY99 and thus received Rashtriya Samman Patra by the Central Board of Direct Taxes for the same. One would be glad to know that Raamdeo Agrawal considers Warren Buffett a mentor, and his investment strategy is exceptionally inspired by him.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The strategy focuses on investing in ethically screened businesses while following socially responsible investing principles and maintaining a disciplined, research-driven investment approach.
The portfolio avoids sectors considered socially or ethically unsuitable, including tobacco, alcohol, gambling, pork-related businesses, and certain forms of inappropriate media.
The strategy aligns closely with ESG investing principles through its focus on governance, social responsibility, ethical business practices, and lower leverage-based balance sheet screening.
The portfolio invests across large-cap, mid-cap, and small-cap companies that meet ethical screening standards and demonstrate long-term growth potential with strong business fundamentals.
The strategy is designed for investors seeking ethical, governance-conscious, and socially responsible investment opportunities, including communities following faith-based investment guidelines.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.