Category 3ActiveEquity

Motilal Oswal Founders Fund

Motilal Oswal logo

Motilal Oswal

Fund profile

About the Fund

An open-ended Category III AIF investing primarily in equity and equity-related instruments across market capitalisations. It applies Motilal Oswal's QGLP philosophy (Quality, Growth, Longevity, Price) with robust risk management, and puts an emphasis on founder-led businesses.

Source: AIF Fund and Manager Profiles PDF.

Key metrics

AUM

₹934 Cr

Minimum investment

₹1 Cr

Vintage

2024

1-year return

+18.14%

Since inception

+7.43%

Tenure

Open ended

Source-verified detail

Key Information

Fund manager

Vaibhav Agrawal

Investment manager

Motilal Oswal

SEBI category

Category 3

Strategy

Equity

Benchmark

BSE 500 TRI

Management fee

2.5%

Wtd avg M-cap

₹81,483.4 Cr

Equity deployed

100%

Status

Active

Data as of

31 Aug 2026

Source: Motilal Oswal Founders Fund factsheet and presentation · Data as of 31 August 2026.

Disclosed figures

Performance since inception

Performance since inception

Fund BSE 500 TRI
28%12%-4%1 Month3 Months6 Months1 YearSince Inception

*Returns are calculated on an annualized basis since inception for relevant classes. Returns are pre-tax, post fees and expenses. Past performance may or may not be sustained in future. Data as of 31 August 2026.

Source: Motilal Oswal Founders Fund factsheet and presentation · Data as of 31 August 2026.

Motilal Oswal

About the Fund Manager

Vaibhav Agrawal

Vaibhav Agrawal

CIO – Alternates & Fund Manager, Motilal Oswal AMC

Currently manages about ₹10,000 crore of AUM at Motilal Oswal AMC across alternate products. Has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. Earlier worked as a ratings analyst at CRISIL and as an investment analyst at Motilal Oswal AMC.

AUM managed
About ₹10,000 crore
Stock-picking experience
Over a decade
Previous role
Ratings analyst, CRISIL

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Fact Sheet

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