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Motilal Oswal Ethical Strategy

A long-term equity strategy focused on ethical businesses with strong earnings growth and quality governance.

Strategy Type
Equity (Ethical)
Benchmark
BSE 500 TRI
Horizon
3+ Years
Portfolio Style
Concentrated
Focus
Quality Focus
Inception Date
8 June 2021

Investment Objective

To generate capital appreciation by investing in fundamentally strong companies that meet ethical screening criteria. The strategy specifically excludes sectors like alcohol, tobacco, gambling, and conventional financial institutions, focusing purely on high-quality, high-growth sustainable businesses.

Performance Since Inception

Strategy growth vs Benchmark index

SI CAGR
13.13%
Benchmark
BSE 500

3-Year Return: 16.33% | Since Inception: 13.13%

TWRR Basis

Returns Summary

1 YEAR-10.92%
3 YEARS16.33%
SINCE INCEPTION13.13%

Portfolio Snapshot

MixLatest
Large Cap
16.3%
Mid Cap
35.6%
Small Cap
35%
Cash & Equiv.
13.1%

Top Sector Allocation

Top Sector: Capital Goods
Capital Goods32.2%
Consumer Durables21.6%
Cash & Equiv.13.1%
Auto Components9.6%
Healthcare7.7%
Information Tech6.6%
Const. Materials5.6%
Chemicals3.6%

Risk Metrics

Standard Deviation
Volatility measure relative to mean.
18.8%
Beta
Movement in line with broader market.
1.0
Sharpe Ratio
Risk-adjusted performance measure.
-0.8

Ideal Investor Profile

Growth-oriented investors.

Investors seeking ethical opportunities.

Those prioritizing quality governance.

Shariah-compliant requirements.

Long-term wealth creators.

Investors with a 3+ year horizon.

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.