Motilal Oswal Founders Fund

About Company

Category: AIF, AIF Category II

Fund Snapshot

Name of the Scheme Motilal Oswal Founders Fund
Type Category III, Open Ended
Subscription Weekly
Exit Load from each allotment 1% until 12 months
Redemption Monthly. Redemption requests shall only be executed for investors who have contributed 100% capital
Subscription Weekly

These founders have grabbed and built up on opportunities

  • Eternal earlier known as Zomato Restaurant reviewsto discovering restaurant discovery platform to entering food delivery business and providing subscription based loyalty program – Zomato Gold
  • Gujarat Fluoro Chemicals Its strategic focus on high-margin specialty chemicals, particularly fluoropolymers and refrigerants
  • Prestige Estate Projects Promoter transformed his family’s modest fabric shop into a billion-dollar real estate empire.
  • Dixon Technologies Leveraging the Make in India initiative and expanding into high-growth segments like smartphones and LED lighting. PLI scheme further boosted its growth, cementing its leadership in India’s electronics manufacturing sector.
  • Kaynes Technology India Contributions to critical projects such as India’s Chandrayaan-3 mission, where the company played a crucial role in providing technology forthe spacecraft
  • Zen Technologies After the Pokhran-II nuclear tests in 1998, leveraged defence technology sanctions to focus on R&D, creating India’s first advanced warfare simulators and becoming a leader in military training systems
  • PTC Industries Company’s breakthrough came through its advanced manufacturing capabilities for critical applications, particularly in aerospace and defence sectors
  • Waaree Energies Electrical equipment and powersolution to renewable energy specially solar energy

India’s GDP growth shall fuel growth in promoter driven companies

Fund Overview

Risk Management Framework for Sustainability

1. Stock Weightage & Stock Sizing – Minimum and maximum exposure limits set

2. Sector Sizing – Limits on sector deviations relative to benchmark

3. Diversification Strategy – Portfolio size capped up to 35 stocks

4. Profit Taking / Stop Loss Framework – Proprietary framework for measuring triggers

5. Stringent Liquidity Framework – Ensuring efficient management for ability to take necessary action

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Fund Manager

Raamdeo Agrawal

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.

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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.

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