Motilal Oswal Founders Portfolio

A discretionary equity PMS investing in a focused portfolio of promoter/founder-led businesses with strong capital-allocation records and long-term compounding potential.

Return (3Y)

22.0% p.a.

Fund Type

Discretionary

AUM

₹4,097 Cr

as on 30 Jun 2026 · APMI

Benchmark

Nifty 500 TRI

Inception

Not disclosed

Min. Investment

₹50 Lakhs

SEBI Reg. No.

INP000000670

Standardized Performance

1 Month

4.65%

3 Months

21.70%

6 Months

7.00%

1 Year

1.38%

3 Years

21.99%

5 Years

—

Since Inception

25.71%

TWRR returns as on 30 Jun 2026 · Source: APMI · Benchmark: Nifty 500 TRI

Fund Details

SEBI PMS Registration INP000000670

Strategy Type Equity · Discretionary

Past performance is not indicative of future returns. Data sourced from SEBI / APMI / IFSCA / AMC disclosures. Returns are standardized TWRR where available. Last refreshed 24 Jul 2026.