Motilal Oswal Alternative Investment (IFSC) Trust

About Company

Motilal Oswal Group stands as a prominent player in the financial landscape with over 35 years of experience Inequity Investing. Motilal Oswal Alternative Investment Fund, is a distinctive avenue for investors seeking broader horizons beyond traditional Mutual Funds. MOAMC has one of India’s largest alternative investment fund management platforms, backed by the organization’s knowledge, brand, and network. Within MOAMC, the Alternative Investment Fund Management Platform stands as a hallmark of dedication to innovation and sophistication in the financial realm. The AIF offerings blend the operational ease typical of mutual funds with the adaptable flexibility reminiscent of a Portfolio Management Service (PMS), ensuring a personalized investment journey tailored to individual objectives.

Fund Snapshot

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About Fund Manager

Mr. Motilal Oswal, Managing Director and CEO – MOFSL

Motilal Oswal is the Managing Director and CEO of Motilal Oswal Financial Services Ltd. (MOFSL), a company he co-founded with Raamdeo Agrawal in 1987. A Chartered Accountant by profession, Mr. Oswal has contributed significantly to the financial industry. He has served on the Governing Board of the Bombay Stock Exchange (BSE) and the Indian Merchant’s Chamber (IMC), as well as on various committees of the BSE, National Stock Exchange (NSE), Securities and Exchange Board of India (SEBI), and Central Depository Services Limited (CDSL). As the President of the Jain International Trade Organisation (JITO), he has also been recognized by the Government of India with the Rashtriya Samman Patra for being one of the top income tax payers in the country over a period of five years.

Investment Framework for Equity with Growth Orientation

1.Top 500 Selection: Based on Market Capitalization, ranging from 5k Crore to 11 lakh Crore.

2.Minimum 25% Promoter Holding: Except for financials, includes companies significant ESOP/share with management professionals.

3.Profit Before Tax (PBT) Threshold: Minimum PBT of 100 Crores.

4.Capital Efficiency Criteria: Ensuring Quality of Business, with a minimum Cycle Return on Capital Employed (ROCE) of 15%.

5.QGLP Principles: Prioritizing Corporate Governance and Management Quality, focusing on Vision, Execution, Succession Planning, and Capital Allocation Decisions.

6.Expected Earnings Growth: Targeting companies with an additional expected earnings growth of 3-5% over the benchmark, available at relatively attractive valuations.

Key Success Factors for MOAMC

Behavioral Alpha: Seize opportunities with precise timing and disciplined decision-making.
Manager Alpha: Identify and manage companies effectively, employing a robust framework for selection and divestment.
Agency Alpha: Foster performance through profit-sharing incentives, aligning interests for mutual benefit.

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Fund Overview

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