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Motilal Oswal Alternative Investment (IFSC) Trust

Motilal Oswal Ethical Strategy

About Company

Motilal Oswal Financial Services Limited (MOFSL) is a diversified Indian financial services company founded in 1987 by Motilal Oswal and Raamdeo Agrawal. It operates across multiple business segments, including wealth management, retail and institutional broking, asset management, and investment banking, supported by a strong emphasis on research-based advice and a goal of wealth creation for clients. The company has a large customer base and a network of offices across India.

Category: AIF, Gift City Funds

 

Motilal Oswal Ethical Strategy

 

Why Ethical

  • Risk sharing principle protects parties and, in turn, society from questionable social and financial practices
  • Overall debt ratio is capped and interest-bearing transactions are limited under the guidelines

 

ESG Investing Parallels

  • Strategy draws multiple parallels with ESG Investing due to its foundation of promoting social responsibility by promoting stewardship, social responsibility, and value creation
  • Additional layer of balance sheet screening and low leverage

 

For Investors

  • Strategy well positioned to cater to community investment guidelines, e.g., Muslims & Jains
  • Segments which have a negative societal opinion are naturally avoided (tobacco, alcohol, pork, gambling, inappropriate media etc.)
  • Socially responsible and governance-conscious investors as part of ESG Investing

The 4 P’s

 

Philosophy

India’s only fund house with a documented investment philosophy carefully honed by 25 consecutive years of Wealth Creation Studies

 

Professionals

a 12-member-strong Research Team & a 25 member Investment Team with a wealth of investing experience

 

Process

Continuously evolving through insights and a knowledge-based culture – 25 frameworks developed that provide an investment edge

 

Performance

17-year legacy of identifying Multi-baggers (Vision to See +Courage to Buy +Patience to Hold) across mandates

Market Cap Breakup

 

Large cap

30%

Mid-cap

29%

Small cap

40%

Total Long Equity Exposure

99%

 
 

Your Portfolio’s Best Decisions Start Here

Every smart outcome begins with a smart choice. At AltPort, your portfolio is built on choices that are researched, reasoned, and ready for market shifts. If you want investing that feels grounded and structured, we’re here.

 

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AltPort Fund Insights

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Fund Manager

Vaibhav Agrawal

 

Vaibhav Agrawal is a seasoned investment professional known for his disciplined approach to equity research and portfolio management. At Motilal Oswal Asset Management, he currently oversees approximately ₹10,000 crore in AUM across alternate investment products, reflecting the depth of trust he has built in the industry. His career spans over a decade of hands-on experience in stock selection, managing proprietary PMS strategies, and consistently delivering returns that surpass benchmark indices.

 

Vaibhav began his journey as a ratings analyst at CRISIL, where he developed a strong foundation in business evaluation and credit analysis. He later strengthened his investment acumen as an analyst at Motilal Oswal contributing to high-conviction ideas and long-term equity strategies. Academically, he combines a Bachelor’s degree in Computer Science from the University of Pennsylvania with an MBA from the London Business School, giving him a rare mix of analytical depth, global perspective, and practical market insight.

 

Featured Presentations

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Quant and Multi Asset Investing In India | AIF & PMS Experts India | PMS Prabhudas Lilladher

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ASK Panel

HEALTHCARE – TIME TO INVEST OR CASH OUT? – Aditya Khemka, Incred Capital

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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