Motilal Oswal Asset Management Company Limited - Portfolio Managers • Equity
Motilal Oswal Ethical Strategy is an equity portfolio management service (PMS) strategy run by Motilal Oswal Asset Management Company Limited - Portfolio Managers, launched on 8 Jun 2021. As of 30 Sep 2026, it manages ₹83.07 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.15% over 1 year, +12.85% over 3 years and +10.95% over 5 years (+12.76% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.65 percentage points ahead of its benchmark. Its 3-year return ranks 176th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Vaibhav Agrawal.
Ranked nearby on 3-year return: Master Trust India Growth Strategy (+12.91%), Valentis Rising Star Opportunity Fund (+12.87%), Alpha Growth (+12.81%), RH AlphaBots India Midcap 29 (+12.81%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.96% |
| 3 Months | +1.30% |
| 1 Year | +11.15% |
| 3 Years | +12.85% |
| 5 Years | +10.95% |
| Since Inception | +12.76% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callMotilal Oswal Ethical Strategy has a 1-year return of +11.15%, a 3-year return of +12.85%, a 5-year return of +10.95% and +12.76% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Motilal Oswal Ethical Strategy returned +10.95% against +8.90% for the BSE 500 TRI, 2.05 percentage points ahead. Over 3 years it returned +12.85% against +9.20%; Over 1 year it returned +11.15% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Motilal Oswal Ethical Strategy's 3-year return of +12.85% ranks 176th as of 30 Sep 2026.
Motilal Oswal Ethical Strategy is managed by Vaibhav Agrawal at Motilal Oswal. The strategy manages ₹83.07 Cr of client assets as of 30 Sep 2026.
Motilal Oswal Ethical Strategy manages ₹83.07 Cr of client assets as of 30 Sep 2026.
The minimum investment for Motilal Oswal Ethical Strategy is ₹50 Lakhs.
Motilal Oswal Ethical Strategy was launched on 8 Jun 2021. It has a 5-year track record.
Description
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