Back to PMS Portfolio

Motilal Oswal Founders Portfolio

A specialized equity strategy focusing predominantly on Indian businesses where the founders' stake is greater than 26%, reflecting strong conviction and "skin in the game".

Portfolio CAGR (SI)
25.52%
Since Inception Return
Inception Date
16 Mar 2023
Benchmark
BSE 500 TRI
Investment Style
Founder Driven
No of Holdings
24 stocks
Strategy Type
Equity
Horizon
3+ Years

Investment Philosophy

Skin In The Game

Invests in companies where founders own more than 26%, ensuring alignment of interest with minority shareholders.

Long Horizon

Targets businesses whose owners demonstrate a long-term vision rather than short-term optimization.

Governance

Focuses on management displaying high quality of governance, ethics, and transparency.

QGLP Framework

Employs the proprietary QGLP (Quality, Growth, Longevity, Price) approach for stock selection.

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
25.52%
Benchmark
16.57%

Strong outperformance of 8.95% CAGR over the benchmark since inception.

CAGR Basis

Market Cap Exposure

MixMarket Cap
Mid Cap
42%
Small Cap
41%
Large Cap
16%
Cash & Others
1%

Sector Exposure

Top Sector: Capital Goods
Capital Goods28.86%
Financial Services24.86%
Consumer Durables7.43%
Chemicals6.07%
Consumer Services5.96%
Auto Components4.75%
IT4.2%
FMCG3.92%

Portfolio Controls

10%
Max Scrip Weight
Maximum 10% in a single stock at the time of new ideation.
35%
Max Sector Limit
Strict adherence to a 35% cap per sector.

Top 10 Holdings

1
Eternal Ltd. (Zomato)
5.96%
2
PTC Industries Ltd.
5.33%
3
Piramal Finance Ltd.
5.33%
4
Muthoot Finance Ltd.
5.25%
5
Amber Enterprises India Ltd.
4.33%
6
Angel One Ltd.
4.06%
7
Radico Khaitan Ltd
3.92%
8
Suzlon Energy Ltd.
3.90%
9
Waaree Energies Ltd.
3.83%
10
Prestige Estates Projects Ltd.
3.75%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a Time-Weighted Rate of Return (TWRR) basis. Investments are subject to market risks.