Motilal Oswal AIF offers investors access to specialised investment strategies beyond traditional mutual funds.

These funds are structured under AIF regulations of SEBI and focus on high-growth opportunities in equity, private credit, and real estate.

Motilal Oswal Alternative Investment Funds are designed for high-net-worth individuals seeking long-term capital appreciation and diversification.

With strong research backing and sectoral expertise, this Fund aims to deliver consistent returns by identifying emerging trends and quality businesses.

Total AUM Rs.13221 Cr.
Avg. 1 Year Return 1.55%
Active Clients 12607
No. of Strategies 2
Minimum Investment Rs.1 Crore
Experience 11 Years

Motilal Oswal AIF - Company Overview

Category

AIF

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Ramdeo Agarwal, Motilal Oswal

Founded In (year)

1987

Motilal Oswal Alternative Investment Funds Performance or Returns

1 Year

1.55%

Nifty 50 - 1 Year

9.02%

3 Year

15.45%

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Motilal Oswal AIF Charges or Fees

Fixed Fees

2.50% of Fund Value

Variable AMC

Not Charged

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Motilal Oswal Alternative Investment Funds

Check out various strategies or Investment approaches provided by Motilal Oswal AIF.

Strategy Name Founders Fund Series 1 Hedged Equity Multi Factor Strategy
Start Date Wednesday, February 1, 2023 Thursday, December 30, 2021
Category CAT III – LONG ONLY AIF – CAT III – LONG ONLY
Benchmark S&P BSE 500 NIFTY 500
AUM (Rs.) Rs.1754.56 Cr. Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 9.66% -6.56%
3 Yr. Return NA 15.45%
5 Yr. Return NA NA
Fund Manager Mr Dhaval Mehta Mr. Bijon Pani

Top Fund Managers of Motilal Oswal AIF

#1

Mr Dhaval Mehta

#2

Mr. Bijon Pani

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Investment Facilities provide by Motilal Oswal Alternate Investment Funds

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.50% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3 % within 1st Year

Motilal Oswal Alternative Investment Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Motilal Oswal AIF Dashboard Link

Web Platform


Motilal Oswal AIF Review or Ratings by Finec.in

Overall Rating

9.45 / 10

Portfolio Performance

9.69 / 10

Support

9.31 / 10

Facilities

9.40 / 10

Charges

9.21 / 10

Experience

9.64 / 10

Motilal Oswal Alternative Investment Funds - SEBI Details

SEBI Reg. No.

INP000006776

Contact Person

Aparna Karmase

Telephone No.

022-3846-4130

Address

10th Floor, Motilal Oswal Tower,Rahimtullah Sayani Road, Opp.Parel ST Depot, Prabhadevi, MUMBAI, MAHARASHTRA, 400025

Starting Date

Sep 16, 2014

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Motilal Oswal AIF - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest with Motilal Oswal Alternate Funds

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Motilal Oswal AIF

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