Motilal Oswal Founders Portfolio

Motilal Oswal Founders Portfolio was launched on 16 March 2023 and is benchmarked against the BSE 500 TR index. The strategy is one of Motilal Oswal longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Motilal Oswal Founders Portfolio is managed by Mr. Vaibhav Agrawal 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..

As of 30 September, 2026, the Motilal Oswal Founders Portfolio portfolio is allocated primarily across Financialization (21.1%), Capital Goods (32.7%), Consumer Services (10.4%), Automobiles (9%), and Chemicals (6.6%), with the remaining 20.2% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including Motilal Oswal Founders Portfolio. The minimum investment amount is subject to change based on SEBI regulatory notifications.