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 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 interests
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
Investment Framework
Two-Fold Investment Objective
Capital Preservation
By focus on quality business, run by great management, bought at reasonable price & applying an appropriate risk management framework
Capital Appreciation
By participating in sectors and themes favoured by strong economic tailwinds & a high probability of success in the medium term
The QGLP Objective
- High ROE/RoCE
- Earning Growth
- PEG Framework
- Skin in The Game
ADDITIONAL CAPITAL PRESERVATION VIA PROGRESSIVE RISK MANAGEMENT
Stock Weightage Rationalization
Minimum Exposure Criteria as well as cap on maximum weights relative to benchmark
Profit Taking Framework
Link to Returns/Portfolio weight levels
Diversification Strategy
Cap on maximum number of stocks in the portfolio
Stop Loss Mechanism
Quarterly rolling triggers relative to benchmark
Implementing Limited Turnover
Churning out stocks to book profits or stocks with lower conviction
Right To Win
QGLP
Documented investment philosophy used to identify over 190+ companies
Assets Under Management
Motilal Oswal AMC manages over INR 47,000 Cr of AUM across all funds
Vintage In Equity
20+ years of managing pure equity funds
Specialists
Six sister businesses helping with their expertise across capital markets, private equity, research, and distribution
Process Improvement
We are constantly striving to evolve and improve our processes with recently adding incremental risk framework
Successful Exits
Motilal Oswal AIF has delivered 4 successful exits with an average IRR of 16.3%
Wealth Creation Study
27 wealth creation studies adding value to our equity experience
Skin in The Game
Our conviction exemplified by prop AUM of INR4,000 Crs across funds
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.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Motilal Oswal Founders Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
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 | ₹3259.72 | -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 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The strategy follows a founder-led investing approach, focusing on promoter-driven companies with strong earnings growth, capital efficiency, governance standards, and long-term scalability.
The portfolio mainly invests in founder-led Indian businesses across large-cap, mid-cap, and select small-cap segments with strong ROE/ROCE, quality management, and sustainable growth potential.
The portfolio is capped at around 35 stocks with predefined sector and stock exposure limits to maintain diversification and reduce concentration risk.
QGLP stands for Quality, Growth, Longevity, and Price. It is the core framework used to identify businesses with strong fundamentals available at reasonable valuations.
Yes. The portfolio follows structured risk controls including stop-loss mechanisms, stock weight rationalization, liquidity checks, diversification limits, and profit-taking frameworks.
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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.