MO Alternate Investment Advisors Private Limited • Equity
PMS MOPE I is an equity portfolio management service (PMS) strategy run by MO Alternate Investment Advisors Private Limited, launched on 26 Apr 2018. As of 30 Sep 2026, it manages ₹242 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +10.81% over 1 year, +10.17% over 3 years and +5.69% over 5 years (+4.73% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.97 percentage points ahead of its benchmark. Its 3-year return ranks 270th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Jay Mehta.
Ranked nearby on 3-year return: White Oak India Digital Leaders (+10.20%), Intrinsic Series (+10.19%), Vallum India Discovery Strategy (+10.16%), Next Trillion Dollar Opportunity Strategy (+10.10%).
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 | +5.00% |
| 3 Months | +5.00% |
| 1 Year | +10.81% |
| 3 Years | +10.17% |
| 5 Years | +5.69% |
| Since Inception | +4.73% |
| management fee | Fixed Fees: Upto 5% p.a. |
| performance fee | Variable Fees: AMC: 0% Hurdle: 10% Profit sharing: Upto 20% |
| exit load | Upto 25% of the NAV of Investment based on the valuation report |
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 callPMS MOPE I has a 1-year return of +10.81%, a 3-year return of +10.17%, a 5-year return of +5.69% and +4.73% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, PMS MOPE I returned +5.69% against +8.91% for the BSE 500 TRI, 3.22 percentage points behind. Over 3 years it returned +10.17% against +9.20%; Over 1 year it returned +10.81% 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, PMS MOPE I's 3-year return of +10.17% ranks 270th as of 30 Sep 2026.
PMS MOPE I is managed by Jay Mehta at MO Alternate Investment Advisors. The strategy manages ₹242 Cr of client assets as of 30 Sep 2026.
PMS MOPE I manages ₹242 Cr of client assets as of 30 Sep 2026.
The fee structure for PMS MOPE I includes: management fee: Fixed Fees: Upto 5% p.a.; performance fee: Variable Fees: AMC: 0% Hurdle: 10% Profit sharing: Upto 20%; exit load: Upto 25% of the NAV of Investment based on the valuation report.
The minimum investment for PMS MOPE I is ₹50 Lakhs.
PMS MOPE I was launched on 26 Apr 2018. It has an 8-year track record.
Description
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