- Category
- III
- Strategy
- Long-only
- Fund house
- Motilal Oswal Asset Management Company
Motilal Oswal Founders Fund Series 1
+8.30%
1-year return, after expenses, before tax
Benchmark BSE 500 TRI · data as of 30 Sep 2026
Motilal Oswal Founders Fund Series 1, a Category III long-only AIF from Motilal Oswal Asset Management Company, returned 8.30% (after expenses, before tax) in the year to 30 Sep 2026. It began on 1 Feb 2023 and manages ₹1,788 crore.
Key numbers
- AUM
- ₹1,788 Cr
- Benchmark
- BSE 500 TRI
- Launched
- 1 Feb 2023
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | BSE 500 TRI |
|---|---|---|
| 1 month | −4.57% | −5.57% |
| 3 months | +1.85% | −3.59% |
| 6 months | +24.00% | +8.07% |
| 1 year | +8.30% | −2.33% |
| 2 years | +0.67% | −3.93% |
| 3 years | +19.70% | +9.20% |
| Since inception | +23.26% | +12.05% |
After expenses, before tax, as Motilal Oswal Asset Management Company reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- —
- Benchmark
- BSE 500 TRI
- Fund manager
- Dhaval Mehta & Abhishek Anand
Market-cap mix
- Large cap20.59%
- Mid cap35.30%
- Small cap44.12%
The five largest holdings are 24.99% of the portfolio.
Investment approach
The Fund shall invest using our core investment philosophy of QGLP, reinforced by robust risk management processes. This shall drive the creation of high quality, high growth portfolios. The investment objective of the Fund is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across market capitalization. The fund is a sector agnostic fund.
The Fund shall invest using our core investment philosophy of QGLP, reinforced by robust risk management processes. This shall drive the creation of high quality, high growth portfolios. The investment objective of the Fund is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across market capitalization. The fund is a sector agnostic fund.
About the fund manager
Mr Dhaval Mehta — Fund Manager
Has 11+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.Prior to joining ABSLAMC, Dhaval worked with ASK Investment Managers as Portfolio Manager. At ASK, he used to manage assets over $200mn and have delivered stellar performance across investment cycles. Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is an MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.
Mr. Abhishek Anand — Fund Manager
Mr. Abhishek has 10 years of experience with 8 years in institutional equity research covering multiple sectors such as Telecom, Media, IT& Consumer. He has won the Starmine Top Analyst Award for 2011-12 (Rank 3rd for Information Technology sector) and 2012-13 (Rank 1st for Information Technology sector and 5th overall sector) by Thomson Reuters. Abhishek has been quoted frequently on the Telecom sector in various financial dailies and appears on business channels to give his views on the Telecom sector. His previous assignments were with institutional research division of SBI Capital Markets, Dun & Bradstreet & CMIE. He is an MBA Finance from Mumbai University & PGDTFM from ICFAI University.
As the fund house describes it.
FAQs
What has Motilal Oswal Founders Fund Series 1 returned?
8.30% (1-year return) to 30 Sep 2026, after expenses, before tax, as Motilal Oswal Asset Management Company reports it. 1 month: −4.57%; 3 months: 1.85%; 6 months: 24.00%; 1 year: 8.30%; 2 years: 0.67%; 3 years: 19.70%; Since inception: 23.26%.
What kind of AIF is Motilal Oswal Founders Fund Series 1?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Motilal Oswal Founders Fund Series 1 manage?
₹1,788 crore as of 30 Sep 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Motilal Oswal Founders Fund Series 1’s stated minimum is ₹1 crore.
Who manages Motilal Oswal Founders Fund Series 1?
Motilal Oswal Asset Management Company runs it; the fund managers are Dhaval Mehta & Abhishek Anand.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Motilal Oswal Founders Fund Series 1’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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