Motilal Oswal Asset Management
Motilal Oswal Ethical Strategy
- Portfolio manager
- Not publicly available
- Benchmark
- Not publicly available
- Minimum investment
- Rs 50 lakh (SEBI minimum)
- Inception
- Not publicly available
Performance
As of 31 August 2026Absolute return
- 1 Year+20.40%
Annualised (CAGR)
- 2 Year+2.09%
- 3 Year+14.84%
- 5 Year+12.75%
- Since inceptionN/A
Our analysis
Motilal Oswal Ethical Strategy is a Multi Cap portfolio management service offered by Motilal Oswal Asset Management. Over the last three years it has returned +14.84% annualised, and +12.75% annualised over five years (as of 31 August 2026). Like all PMS products in India, it requires a minimum investment of ₹50 lakh and carries the market risk of a concentrated equity portfolio.
How it compares to peers
Among the 35 Multi Cap PMS strategies we track with a three-year record, Motilal Oswal Ethical Strategy ranks #17 by three-year annualised return.
Its three-year return is broadly in line with the Multi Cap peer average of 14.66% we track.
Recent trajectory
Its last twelve months (+20.40%) have run ahead of its three-year annualised pace (+14.84%), suggesting recent momentum has been strong.
Consistency
Across the 4 return periods we track, 4 are positive. Its strongest reading is the 1-year figure (+20.40%) and its weakest is the 2-year figure (+2.09%).
Illustration — growth of the ₹50 lakh minimum
At this strategy's reported three-year annualised rate of 14.84%, ₹50 lakh compounding for three years would reach about ₹75.7 lakh before fees and taxes.
An illustration of the reported rate, not a forecast. Actual results vary; past performance is not indicative of future results.
Who it typically suits
Multi Cap strategies like this one generally suit investors who want a single strategy to move across large, mid and small companies as the manager sees opportunity, rather than being fixed to one size.
Fund manager
Not publicly available
Detailed manager information is not publicly available for this strategy. Please refer to the firm's official website.
Investment approach
The 'QGLP' framework — Quality business & management, Growth, Longevity, at a reasonable Price.
Risk information
Equity PMS strategies carry market risk and can be volatile; concentrated and mid/small-cap portfolios more so. Maximum drawdown and other risk statistics are not publicly available in this dataset — refer to the strategy's disclosure document.
Frequently asked questions
Who manages the Motilal Oswal Ethical Strategy?
Motilal Oswal Asset Management has not publicly disclosed the named portfolio manager for this strategy in our dataset. You can confirm current details on the firm’s official website or the SEBI Portfolio Managers list.
What have the returns of Motilal Oswal Ethical Strategy been?
As of 31 August 2026, the strategy has delivered +20.40% over one year and +14.84% annualised over three years, with a five-year annualised return of +12.75%. Returns of one year or less are absolute; longer periods are CAGR. Past performance is not indicative of future results.
What is the minimum investment for Motilal Oswal Ethical Strategy?
SEBI mandates a minimum investment of ₹50 lakh for any Portfolio Management Service in India, and this strategy is no exception (the firm states: Rs 50 lakh (SEBI minimum)).
How much would ₹50 lakh have grown at this strategy's three-year rate?
If ₹50 lakh had compounded at the strategy’s three-year annualised rate of 14.84% for three years, it would be worth about ₹75.7 lakh before fees and taxes. This is an illustration of the reported rate, not a prediction — actual results vary and past performance is not indicative of future results.
Is Motilal Oswal Ethical Strategy suitable for me?
Multi Cap strategies like this one generally suit investors who want a single strategy to move across large, mid and small companies as the manager sees opportunity, rather than being fixed to one size. Whether it fits your specific goals, horizon and risk appetite is a personal decision — consider speaking to a SEBI-registered adviser or distributor before investing.
Important disclosures
Past performance is not indicative of future results. PMS investments are subject to market risks. Performance data is provided for informational purposes and should not be construed as investment advice or a recommendation to invest. Investors should review the relevant PMS disclosure documents and consult an appropriately qualified professional before making investment decisions.
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