- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Motilal Oswal Founders Portfolio
+6.08%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Motilal Oswal Founders Portfolio returned 6.08% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹4,289 crore across its clients.
Key numbers
- AUM
- ₹4,289 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 0.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TR | Difference |
|---|---|---|---|
| 1 month | −5.20% | −5.57% | +0.37% |
| 3 months | +1.17% | −3.59% | +4.76% |
| 6 months | +23.12% | +8.07% | +15.05% |
| 1 year | +6.08% | −2.33% | +8.41% |
| 2 years | −0.77% | −3.93% | +3.16% |
| 3 years | +17.81% | +9.20% | +8.61% |
| Since inception | +24.09% | +13.80% | +10.29% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.99%₹4,117 Cr
- Cash and other4.01%₹172 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹95.20 Cr
- Outflow, Sep 2026
- ₹38.01 Cr
- Net, Sep 2026
- ₹57.18 Cr
- Net, FY to date
- ₹271 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Motilal Oswal Founders Portfolio returned?
6.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.20%; 3 months: 1.17%; 6 months: 23.12%; 1 year: 6.08%; 2 years: −0.77%; 3 years: 17.81%; Since inception: 24.09%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TR, returned −2.33% over the year, so the strategy was 8.41 percentage points ahead.
How much does Motilal Oswal Founders Portfolio manage?
₹4,289 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Motilal Oswal Founders Portfolio?
Motilal Oswal Asset Management Company, a SEBI-registered portfolio manager (INP000000670), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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