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Motilal Oswal Ethical Strategy

Motilal Oswal Ethical Strategy is a Equity Portfolio Management Service launched by Motilal Oswal Asset Management Company Limited - Portfolio Managers on June 2021. Managed by Vaibhav Agrawal, the fund holds ₹77 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 12.87% (1Y), 15.08% CAGR (3Y), 13.14% since inception. Performance data as of July 2026.

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Motilal Oswal Ethical Strategy

Motilal Oswal Asset Management Company Limited - Portfolio Managers

76.66 CR AUM

Motilal Oswal Ethical Strategy

Motilal Oswal Ethical Strategy

Motilal Oswal Asset Management Company Limited - Portfolio Managers

76.66 CR AUM

BSE 500 TRI
Benchmark
5yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vaibhav agrawal

Fund Manager
EQUITYStrategies

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.

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.
Fund manager

prateek agrawal

Fund Manager
EQUITYStrategies

Mr. Prateek Agrawal is the Executive Director at Motilal Oswal AMC. Previously, he was the Business Head & CIO of ASK Investment Managers Ltd. He works closely with clients and channel partners and provides strategic direction to fund managers and research teams. He holds over 27 years of experience in capital markets with a long distinguished sell side research, investment banking and advisory experience which has been a great asset on the buyside. Prior to ASK Group, he was associated with SBI Capital Markets as Head of Research and headed equities at ABN Amro and Bharti Axa AMCs. He was part of the team involved with the privatisation of VSNL and handled Hindustan Zinc for Vedanta Group.

Mr. Prateek Agrawal is the Executive Director at Motilal Oswal AMC. Previously, he was the Business Head & CIO of ASK Investment Managers Ltd. He works closely with clients and channel partners and provides strategic direction to fund managers and research teams. He holds over 27 years of experience in capital markets with a long distinguished sell side research, investment banking and advisory experience which has been a great asset on the buyside. Prior to ASK Group, he was associated with SBI Capital Markets as Head of Research and headed equities at ABN Amro and Bharti Axa AMCs. He was part of the team involved with the privatisation of VSNL and handled Hindustan Zinc for Vedanta Group.
1OF2

What is this fund's investment objective?

The investment objective of the Scheme is to provide medium to long- term capital gains by investing in Ethical equity and equity related instruments across market capitalization which is Shariah compliant.

How has Motilal Oswal Ethical Strategy performed?

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1M IA return
3.89%
1M benchmark return
1.73%
Alpha
2.16%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.89%
1M benchmark return
1.73%
Alpha
2.16%
1M Wealth multiple
1.04x

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