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Motilal Oswal Founders Fund Series 1 AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark S&P BSE 500 and has delivered a 1-year return of 9.66%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.1754.56 Crore, reflecting strong investor confidence.

The Motilal Oswal Founders Fund Series 1 AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Motilal Oswal’s philosophy of quality and conviction-based investing.

Motilal Oswal Founders Fund Series 1 AIF Strategy or Investment Approach - AIF Details

Strategy Name

Founders Fund Series 1

Start Date

01-Feb-23

Category

CAT III - LONG ONLY

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.1754.56 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Mr Dhaval Mehta

1 Yr. Return

9.66%

3 Yr. Return

NA

5 Yr. Return

NA

Motilal Oswal Founders Fund Series 1 Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

2 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Motilal Oswal Founders Fund Series 1 AIF Strategy - Cost or Charges

Fixed Fees

2.50% of Fund Value

Variable AMC

NA

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 Founders Fund Series 1 AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Motilal Oswal Founders Fund Series 1 Alternative Investment Fund Strategy - Top 5 Sectors

Banks

Not Disclosed

Retailing

Not Disclosed

Healthcare

Not Disclosed

Telecommunication

Not Disclosed

Information Technology

Not Disclosed

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