PMS · Equity · Multi Cap
Motilal Oswal - Ethical
Fund size₹77 Cr
Alpha (3Y)1.82%
3Y return14.12%
Fund age5 yrs 1 mo
Fund Manager
Vaibhav Agrawal
Vaibhav Agrawal
CIO - Alternates, Fund Manager, Motilal Oswal
Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products. He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Managing AUM₹12,769 Cr
Growth of₹Cr
Motilal Oswal Ethical
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Motilal Oswal Ethical11.76%13.15%−0.85%14.12%11.96%13.25%
Nifty 500−1.07%2.98%0.42%11.88%12.34%12.34%
Excess over benchmark12.83%10.17%−1.27%2.24%−0.38%0.91%
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
19.81%
Benchmark approx 14.85%
A standard deviation reflecting historical swings.
Sensitivity
1.14
Beta vs benchmark 1.00 · 14% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.50
Sharpe
Excess return gained per unit of volatility.
Capture ratio
113 / 104
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 −27.15% from its 07 Jul 2024 peak to a 07 Apr 2025 trough. It has not yet recovered.
Max drawdowns
−27.15%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme07 Jul 202407 Apr 2025−27.15%274 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak07 Jul 2024
Trough07 Apr 2025
Depth−27.15%
Fell over274 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
20
P/E ratio
52.66
P/B ratio
7.38
Dividend yield
0.17%
Avg market cap
₹77,704 Cr
Median market cap
₹42,826 Cr
Asset class
Equity
Market cap
Large cap28.23%
Mid cap28.03%
Small cap43.74%
Cash & others0.00%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 8%
Exit load 2.00% within 1 year, nil after 2 years. Lock-in: Nil.
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