Motilal Oswal AIF: Secure Your Financial Future

Motilal Oswal AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by Motilal Oswal AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The Motilal Oswal Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, Motilal Oswal Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

Motilal Oswal AIF - Business Summary

Total AUM

Rs.13221 Cr.

Avg. 1 Year Return

1.55%

Active Clients

12607

No. of Strategies

Minimum Investment

Rs.1 Crore

Experience

11 Years

Compounded Annual Returns of Motilal Oswal Alternative Investment Fund

1 Year

1.55%

Nifty 50 - 1 Year

9.02%

3 Year

15.45%

Nifty 50 - 3 Year

27.34%

5 Year

Nifty 50 - 5 Year

22.60%

Motilal Oswal AIF Charges or Fees

Fixed Fees

2.50% of Fund Value

Variable AMC

Not Charged

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Motilal Oswal AIF Strategies or Investment Approach

Strategy	AUM	1 Year Return
Motilal Oswal Founders Fund Series 1 AIF Strategy	Rs.1754.56 Cr.	9.66%
Motilal Oswal Hedged Equity Multi Factor AIF Strategy	Not Disclosed	6.56%