Motilal Oswal Founders Portfolio-PMS
Motilal Oswal Asset Management Company
Inception Date: 16-03-2023
Benchmark: S&P BSE 500 TRI
Min. Investment: ₹50 Lacs
Strategy Type: Multicap Equity
Risk Ratios
Market Cap Allocation
Performance Comparison (TWRR Return %)
Sector Allocation
Top 10 Holdings
Portfolio Insights
Motilal Oswal Founders Portfolio-PMS
Fund Manager(s)
Vaibhav Agrawal
Designation: CIO & Fund Manager - PMS & AIF (Alternates)
Mr. Vaibhav Agrawal is currently managing approx 10000 Crs AUM at Motilal Oswal Asset Management Co. Ltd. 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 in CRISIL and investment analyst in Motilal Oswal Asset Management. He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.
Other Strategies:
Motilal Oswal Value Migration Strategy, Motilal Oswal Next Trillion Dollar Opportunity, Motilal Oswal Founders Portfolio
Abhishek Anand
Experience: 20 Years
Designation: PMS Manager
Abhishek has over 20 years of experience in equities with more than 10 years of Fund Management experience. He has worked with organisations like CMIE, SBI Capital Markets Limited, Dun & Bradstreet. In his last stint with Centrum he worked as Portfolio Manager and generated strong performance. He is Certified Treasury Manager and completed his Masters in Management Studies from Mumbai Universities.
Other Strategies:
Motilal Oswal Value Migration Strategy, Motilal Oswal Founders Portfolio
Dhaval Mukesh Mehta
Experience: 14 Years
Designation: PMS Manager
Dhaval has over 14 years of experience in equity research and portfolio management. Prior to joining Motilal Oswal Asset Management, Dhaval was working with Aditya Birla SunLife AMC as Portfolio Manager, where he used to manage assets over $450mn and has delivered stellar performance across investment cycles. Prior to Aditya Birla SunLife AMC, he has worked with ASK Investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is a MBA from Narsee Monjee Institute of Management Studies, Mumbai and has done his Bachelor of Engineering from D.J Sanghvi College of Engineering, Mumbai.
Commentary & Rationale