Motilal Oswal - Ethical

EQUITY MULTI CAP

Companies involved in activities which are not considered ethical to community investors are filtered out. Post sector screen, companies are checked for compliance to finacnial ratios.

+12.85%

3Y annualised returns

+9.20%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

08 Jun '21

Total AUM

₹83.07Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity100.2%

Equity market cap split

Small Cap44.8%

Mid Cap29.3%

Large Cap26.1%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

VA
Vaibhav Agrawal
Fund Manager, Alternate Products
View details

About

Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.

Experience

Over a decade of experience in investment management and analysis.

Investment philosophy

Specializes in stock picking and generating index-beating returns.

Previously worked at