Motilal Oswal Asset Management Company Limited - Portfolio Managers • Equity
Motilal Oswal Founders Portfolio is an equity portfolio management service (PMS) strategy run by Motilal Oswal Asset Management Company Limited - Portfolio Managers, launched on 16 Mar 2023. As of 30 Sep 2026, it manages ₹4,289 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.08% over 1 year and +17.81% over 3 years (+24.09% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 8.61 percentage points ahead of its benchmark. Its 3-year return ranks 64th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Abhishek Anand, Dhaval Mehta, Vaibhav Agrawal.
Ranked nearby on 3-year return: India Rising SME Stars (+17.98%), Carnelian Shift Strategy (+17.89%), Impress Portfolio - NRI (+17.76%), QUESTPMS Multi Portfolio (+17.69%).
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 | -5.20% |
| 3 Months | +1.17% |
| 1 Year | +6.08% |
| 3 Years | +17.81% |
| Since Inception | +24.09% |
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 Founders Portfolio has a 1-year return of +6.08%, a 3-year return of +17.81% and +24.09% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Motilal Oswal Founders Portfolio returned +17.81% against +9.20% for the BSE 500 TRI, 8.61 percentage points ahead. Over 1 year it returned +6.08% 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 Founders Portfolio's 3-year return of +17.81% ranks 64th as of 30 Sep 2026.
Motilal Oswal Founders Portfolio is managed by Abhishek Anand, Dhaval Mehta, Vaibhav Agrawal at Motilal Oswal. The strategy manages ₹4,289 Cr of client assets as of 30 Sep 2026.
Motilal Oswal Founders Portfolio manages ₹4,289 Cr of client assets as of 30 Sep 2026.
The minimum investment for Motilal Oswal Founders Portfolio is ₹50 Lakhs.
Motilal Oswal Founders Portfolio was launched on 16 Mar 2023. It has a 3-year track record.
Description
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