Motilal Oswal AIF or Alternative Investment Fund – Returns, Charges, Support & more
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
Organization Type
Head Office
Founder
Founded In (year)
Motilal Oswal Alternative Investment Funds Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Numbers rarely tell a simple story, and this fund is no exception. Over the past year, returns sat around 1.55%, trailing the Nifty 50’s 9%+ run by a wide margin — the kind of gap that makes investors pause.
Stretch the lens to three years, though, and the picture firms up a bit, with the fund posting roughly 15.45% against the index’s 27%+.
Five-year data isn’t available yet for the flagship numbers, so long-term conviction still rests partly on faith in the process. Individual strategies swing even more — one series shows single-digit gains, another dips into negative territory.
The takeaway: this isn’t a fund for chasing short-term index-beating glory. It’s built for patient capital willing to ride out uneven stretches in exchange for a differentiated, research-heavy approach to stock-picking.
Motilal Oswal AIF Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
The fee structure here rewards the fund for actually delivering, which is refreshing if you read the fine print.
There’s a flat management fee of around 2.5% on your invested amount, but no separate variable AMC charge stacked on top.
Where it gets interesting is the profit-sharing clause — the fund only takes a 20% cut of gains once returns cross an 8% hurdle.
Below that threshold, you keep everything. Exit early, though, and it costs you: pulling out in year one means a 3% exit load, dropping to 2% in year two and 1% in year three.
Switching between strategies isn’t free either, carrying a 1.5% charge. None of this is unusual for the AIF world, but it does mean investors should think in multi-year horizons rather than treating this like a liquid mutual fund.
The powerful performance and competitive fee structure make Motilal AIF one of the best AIFs in India.
Best Strategies by Motilal Oswal Alternative Investment Funds
Check out the various strategies and investment approaches offered 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 |
What sets Motilal Oswal’s AIF lineup apart is the underlying philosophy that ties everything together — a framework built around Quality, Growth, Longevity, and Price (QGLP), which means they’re hunting for well-run businesses with durable moats trading at sensible valuations.
Under that umbrella sit distinct strategies such as Founders Fund Series 1, a long-only Category III play benchmarked against the S&P BSE 500, and the Hedged Equity Multi-Factor Strategy, which uses both long and hedged positions against the Nifty 500.
Beyond these, the house has floated thematic ideas like Next Trillion Dollar Opportunities and Value Migration Fund.
Each strategy is run by a dedicated fund manager, giving investors the option to pick a specific bet — growth-heavy, hedged, or thematic — rather than one-size-fits-all exposure.
Top Fund Managers of Motilal Oswal AIF
#1
#2
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Investment Facilities provide by Motilal Oswal Alternate Investment Funds
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Motilal Oswal Alternative Investment Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Motilal Oswal AIF Dashboard Link
Web Platform
Motilal Oswal AIF Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Motilal Oswal Alternative Investment Funds - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Motilal Oswal AIF - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Motilal Oswal Alternate Funds
PMS Agreement
POA
Demat Account
PAN
Address Proof
FAQs on Motilal Oswal Alternative Investment Funds
Here are some FAQs about Motilal Oswal Alternative Investment Funds.
What types of AIFs does Motilal Oswal offer?
Motilal Oswal offers Category III AIFs spanning equity, private equity, multi-factor, distressed assets, and real estate strategies, giving sophisticated investors exposure beyond conventional mutual funds and direct equity.
What is the minimum investment required to invest in a Motilal Oswal AIF?
Entry begins at Rs. 1 crore, the SEBI-mandated floor for AIFs nationwide. This ticket size keeps the investor base sophisticated while unlocking strategies typically reserved for institutions and family offices.
What is the proprietary “QGLP” framework used in their AIFs?
QGLP stands for Quality, Growth, Longevity, and Price, the firm’s research backbone for picking businesses. It filters companies on management calibre, earnings trajectory, durability of advantage, and valuation discipline.
What are some of the popular AIF strategies offered by Motilal Oswal?
Popular strategies include Next Trillion Dollar Opportunities, Growth Anchors, Hedged Equity Multifactor, and Value Migration Fund, each targeting distinct growth themes. Together, they showcase the breadth of the QGLP philosophy.
Do I need a Demat Account to invest in Motilal Oswal AIF?
No, a Demat account isn’t mandatory for AIF investing here, unlike direct equity trading. Units are tracked through fund records instead, simplifying onboarding considerably for first-time alternative-asset investors exploring this route.
Are Non-Resident Indians (NRIs) allowed to invest in these AIFs?
Yes, NRIs can invest in Motilal Oswal’s Category III AIFs, subject to FEMA compliance and applicable KYC norms. This seamlessly opens India’s alternative investment universe to the global Indian diaspora.
What is a “Drawdown Schedule” in Motilal Oswal close-ended AIFs?
A Drawdown Schedule outlines staggered capital calls rather than a lump-sum commitment upfront, allowing the fund to deploy capital as suitable opportunities arise. Investors commit capital but pay it in tranches.
What is the lock-in period and exit load structure?
Close-ended schemes typically carry a multi-year lock-in, often around two years, with tiered exit loads that taper off for longer holding periods. Patience here is structurally rewarded, not penalised.
How does Motilal Oswal demonstrate “Skin in the Game”?
Skin in the Game reflects the fund managers’ and sponsors’ own capital invested alongside clients, aligning incentives directly with investor outcomes. It signals genuine conviction behind every strategy they design.
How are the fees and profits shared (Carried Interest)?
Fee and carried-interest arrangements vary by fund and investor category, since each scheme is managed independently by its own team. Specific structures are best confirmed directly with the AMC.