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Motilal Oswal Founders Portfolio

Motilal Oswal Asset Management Company Limited

About Company

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 Founders Portfolio

Fund Snapshot

Stock Weightage & Stock Sizing

Minimum and maximum exposure limits set

Sector Sizing

Limits on sector deviations relative to benchmark

Diversification Strategy

Portfolio size capped at 35 stocks

Profit Taking/Stop Loss Framework

Proprietary framework for measuring triggers

Stringent Liquidity Framework

Ensuring efficient management for ability to take necessary action

 

MC-Bands

>= 1Lakh Cr

10%

>= 50K Crs

31%

>= 25K Crs

15%

>= 10K Crs

35%

>= 5K Crs

8%

< 5K Crs

0%

Long Only Equity Total

99.6%

 

Market Cap Breakup

Large Cap

16.2%

Mid Cap

39.6%

Small Cap

40.9%

Others

2.6%

Long Only Equity Total

99.6%

Entrepreneurs Are The Backbone Of Economy

 

Vision matters

Growth-focused tunnel vision, coupled with aligning all personnel towards company’s beneficial interestsΒ 

 

Capital Formation

Enhancing capital goods such as machinery, equipment, materials, electricity, transport equipment

 

Employment Opportunities

Creating jobs by establishing a business and by expanding it as well

 

Exponential Exports

Increase in production activity, not only meets internal demand but also enables exports

Skin In the Game

Can only win if the company wins

 

Burning the midnight oil

Founders are more than willing to devote as much time as possible

 

Inseparable from Innovations

Founders & Promoters are consciously seeking inspiration to bring out new ways of doing something better

 

Attraction Quotient

Global investors are showing interest in investing in Indian start-ups, believing in their prospects

 

Investing With Strategy, Not Impulse

Investing works best when decisions are driven by strategy rather than emotion. Impulse leads to avoidable volatility, while a structured approach builds lasting wealth. AltPort ensures every portfolio is crafted with discipline, clarity, and a deep understanding of your goals and risk appetite. Nothing is left to chance. Every move is intentional, research-backed, and aligned with long-term outcomes. If you want expert decision-making guiding your capital, this is where it happens.

 

Motilal Oswal Founders Portfolio

Benchmark: BSE 500 TRI

Motilal Oswal Asset Management Company Limited - Portfolio Managers

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance β‚Ή3259.72 -6.27 -12.08 -13.84 -4.76 3.69 20.14 NA NA 20.09
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.88 NA NA 13.32
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Fund Manager

Raamdeo Agrawal

Raamdeo Agrawal

Chairman and One of India’s Most Respected Investing Minds Equity investing is complex. A checklist is an excellent tool to bring discipline to the process. The 25 questions here and the 25 related frameworks are a good starting point for an investor to create their own checklist over time. Time is a friend of good companies and enemy of bad companies. In 25 years, successful companies grow to unimaginable levels in sales, profits and market cap. Stock returns are slaves of earnings power and growth. In the very long run, valuations matter less. Over 50% of current market cap is made up of listings post 1995.

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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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