AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Motilal Oswal Founders Fund Series I
Fund size₹1,779 Cr
Alpha (3Y)7.03%
3Y return20.02%
Fund age3 yrs 5 mo
Fund Managers
Abhishek Anand
Fund Manager, AIF, Motilal Oswal
Abhishek Anand brings 20+ years of experience in financial services/equity. Prior to joining MOAMC, he has had a stellar career with centrum spanning more tahn a decade. He has an experience of ~`10 years as a portfolio manager. previous organizations: SBI capital, Dun & Brad street,centrum wealth management & centrum broking. Currently manages alternates strategies of Value migration, BOP and founders at MOAMC.,
Managing AUM₹1,779 Cr
Dhaval Mehta
Fund Manager, Motilal Oswal
Dhaval Mehta brings 14+ years of experience in equity research and portfolio management Prior to joining MOAMC, Dhaval was working with Aditya Birla Sunlife AMC as portfolio Manager, where he used to manage over ~3700 Crs AUM and has been delivered stellar performance across the investment cycles Prior to Aditya Birla Sunlife AMC, he has worked with ASk investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys.
Managing AUM₹4,276 Cr
Growth of₹Cr
Motilal Oswal Founders Fund Series I
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Motilal Oswal Founders Fund Series I | 8.67% | 4.93% | 4.33% | 20.02% | — | 24.01% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.88% | — | 14.56% |
| Excess over benchmark | 9.74% | 1.95% | 3.91% | 8.14% | — | 9.45% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
21.44%
Benchmark approx 14.87%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.67
Sharpe
Excess return gained per unit of volatility.
Capture ratio
122 / 88
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −26.50% from its 30 Jan 2025 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−26.50%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Jan 2025 | 28 Feb 2025 | −26.50% | 29 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Jan 2025
Trough28 Feb 2025
Depth−26.50%
Fell over29 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
27
P/E ratio
48.87
P/B ratio
5.29
Dividend yield
0.11%
Avg market cap
₹76,685 Cr
Median market cap
₹49,691 Cr
Asset class
Equity
Market cap
Large cap26.56%
Mid cap38.24%
Small cap35.20%
Cash & others0.00%
As on 31 Jul 2026
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