What is the Motilal Founders Fund AIF Strategy and how has it performed?

Motilal Founders Fund AIF is a Portfolio Management Service (PMS) strategy launched on 03 December 2025, benchmarked against the BSE 500 TRI index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Vaibhav Agrawal and reported a 6-month M2M return of -398.00% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

Motilal Founders Fund AIF Strategy Details

• Top 500 companies with the market cap range from 5k crore to 11 Lakh crore • Minimum 26% Promoter Holdings • Minimum PBT of INR 100 Crs • Capital Efficiency: Quality of Business with minimum ROCE of 15% • Earnings Expectations: Companies with Min • Additional Expected Earnings 3-5 Year Growth of 3% over Benchmark, Available at Relatively Attractive Valuation.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TRI) 6.3%

Top 5 Sectors Weightage

Financialization 24.8%
Tech&Tech Service 11.1%
Capital goods 10.8%
Renewable Energy 9%
Manufacturing/Capex 7.1%
others 37.2%

Know About Fund Managers

Vaibhav Agrawal

Dhaval Mehta

Aadesh Mehta

FAQ

Frequently asked questions about Motilal Founders Fund AIF

What is the benchmark and inception date of Motilal Founders Fund AIF?

Motilal Founders Fund AIF was launched on 03 December 2025 and is benchmarked against the BSE 500 TRI index. The strategy is one of Motilal Oswal longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the Motilal Founders Fund AIF PMS strategy?

Motilal Founders Fund AIF is managed by Vaibhav Agrawal .

What sectors does Motilal Founders Fund AIF invest in?

As of 20 August, 2026, the Motilal Founders Fund AIF portfolio is allocated primarily across Financialization (24.8%), Tech&Tech Service (11.1%), Capital goods (10.8%), Renewable Energy (9%), and Manufacturing/Capex (7.1%), with the remaining 37.2% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for Motilal Founders Fund AIF PMS?

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 Founders Fund AIF. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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