Thought Leaders in Equity

Focused, Process Driven, Ideas Powerhouse

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 High Quality & High Growth Focused House

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 Risk Management Framework For
Consistency & Sustainability Of Performance

Source: MOAMC Internal. Past Performance may or may not be sustained in the future. The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for
development or implementation of an investment strategy

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 Motilal Oswal group – Thought – Philosophy - Action

What is at stake?
~ 7,200+ Cr

Source: MOAMC Internal

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 Entrepreneurs Are The Backbone Of Economy

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Corporate Of Today, Started By Entrepreneurs Have Built Tremendous Wealth

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 India’s Legacy Founders

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 New Generation Entrepreneurs

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 Top 10 Wealth Creators Of 25 Yrs- All Founders Driven!

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 Leaps Of Improvement In Ease Of Doing Business In India

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 PLI Scheme- A Game Changer In Reigniting Promoter Spirits

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 Low Wage, Low Debt & High Working Population
Are Compounding Opportunities

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 Promoter Holding: India Ranks High

Promoter Holding as a % of Market Cap of top 10 Countries (basis listed Market Cap)

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 Promoter Holding: Key Market Indicator

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Introducing
Motilal Oswal Founders Portfolio

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 Two-fold Investment Objective

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 Additional Capital Preservation Via Progressive Risk Management

Source: MOAMC Internal. Past Performance may or may not be sustained in the future. The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for
development or implementation of an investment strategy

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 Investment Framework

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 Insights From The Investment Framework

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 Promoter Driven Companies-
Delivering higher growth in profitability metrics

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 Promoter Driven Companies- Improving their share in broader
market capitalization

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 Portfolio Snapshot

Market Cap Mix Portfolio Mix

Services, 4.68
Financial
Small Cap, 38%
Services, 8.11
Consumer
Large Cap, Discretionary,
18% 24.70
Realty, 8.49

Power/Energy,
17.48

Manufacturing/
Auto/Ancillary, Capex, 31.71
Mid Cap, 43% 3.12

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 Performance Update - PMS
24 Founders Portfolio BSE 500 TRI
22
20
18
16
1.66x
14 1.41x
12
10
8
Jun-23

Jun-24

Dec-24
Dec-23

Mar-24
Apr-23

May-23

Oct-23

Apr-24

May-24

Oct-24
Mar-23

Aug-23

Jan-24

Aug-24

Jan-25
Jul-23

Sep-23

Nov-23

Feb-24

Jul-24

Sep-24

Nov-24

Feb-25
Founders Portfolio BSE 500 TRI

29.4%
19.0%

4.1%

-0.4%
-7.7%
-12.0% -12.2%
-16.1%
-22.9% -20.5%
1 Month 3 Months 6 Months 1 Year Since Inception

Founders Portfolio Strategy Inception Date: 16th Mar 2023; Data as on 28th Feb 2025; Data Source: MOAMC Internal Research; ; Source: Capitaline and Internal Analysis; Please Note: Returns up to 1 year are absolute & over 1 year are Compounded Annualized. Returns calculated using
Time Weighted Rate of Return (TWRR) at an aggregate strategy level. The performance related information is not verified by SEBI. For the relative performance of a particular Investment Approach to other Portfolio Managers within the selected strategy, please refer APMI website
(click here). Under PMS Provider Name, please select Motilal Oswal Asset Management Company and select your Investment Approach Name for viewing the stated disclosure. The data for the previous month is usually available on the APMI portal on or after the 7th business day of
the current month. All portfolio related holdings and sector data provided above is for model portfolio. Returns & Portfolio of client may vary vis-à-vis as compared to Investment Approach aggregate level returns due to various factors viz. timing of investment/ additional investment,
timing of withdrawals, specific client mandates, variation of expenses charged & dividend income. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.

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PORTFOLIO UPDATE – PMS
Founders Portfolio Strategy
Zomato Ltd.
Kalyan Jewellers India Ltd. Services, 4.68 Suzlon Energy Ltd.
Consumer
Amber Enterprises India Ltd. Power/ Inox Wind Ltd.
Discretionary
Radico Khaitan Ltd Energy Premier Energies Ltd.
Trent Ltd. Consumer Waaree Energies Ltd.
Financial
Discretionary,
Services, 8.11
24.70
Apar Industries Ltd. Prestige Estates Projects Ltd.
Realty
CG Power and Industrial Solutions Realty, Phoenix Mills Ltd.
Ltd. 8.49

Archean Chemical Industries Ltd. Financial Angel One Ltd.

Dixon Technologies (India) Ltd. Services Piramal Enterprises Ltd.

Manufacturing Power/Energy,
/ Capex Zen Technologies Ltd. 17.48 Services eMudhra Ltd.
Kaynes Technology India Ltd.
PTC Industries Ltd.
Manufacturing
Gujarat Fluorochemicals Ltd. /Capex, 31.71

Onesource Specialty Pharma Ltd.

Auto/Ancillary,
Auto/ Samvardhana Motherson 3.12
Ancillary International Ltd.

Source: MOAMC Internal. Past performance may or may not be sustained in future. The above graph/stock/sector is used to explain the concept and is for illustration purpose only and should not used for development or
implementation of an investment strategy. Data as on Feb 25
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 Fund manager and Performance

❖ Dhaval brings with him an experience of more than 16+ years.

❖ His last stint was with Aditya Birla SunLife AMC as Portfolio Manager
❖ Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material,
Cement and Media sector.
❖ He has worked with organizations like Infosys Limited, Ventura Securities, Emkay Global Financial
Services, ASK Investment Managers Ltd. & Aditya Birla SunLife AMC
❖ He has completed his MBA from Narsee Monjee Institute of Management Studies Mumbai and
Dhaval Mehta have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai
(Fund Manager)

❖ Vaibhav Agrawal is currently managing ~10,000Crs AUM at Motilal Oswal AMC across alternate
products

❖ He has also managed a proprietary PMS and has over a decade in stock picking and generating
index beating returns
❖ He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal AMC
❖ He holds a bachelors in Computer Science from the University of Pennsylvania and an MBA from
Vaibhav Agrawal
London Business School
(CIO-Alternates)

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 Disclaimers and Disclosures
Important Disclosures: The Portfolio Manager provides the facility to the Client for Direct on-boarding with us without any involvement of a broker/distributor/agent engaged in distribution services. The
Client can sign up for our services by writing to us at [email protected].

Disclaimer: Information as provided hereby shall be meant for general reading purposes only and is not meant to serve as a professional guide for the readers. Certain factual and statistical (both historical
and projected) industry and market data and other information is obtained from independent and third-party sources that it deems to be reliable, some of which have been cited above Motilal Oswal
Asset Management Company has not independently verified any of such data or other information, or the reasonableness of the assumptions upon which such data and other information was based and
there can be no assurance as to the accuracy of such data and other information. The information contained in this document is for general purposes only and not a complete disclosure of every material
fact and terms and conditions. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as
investment advice to any party. All opinions, figures, charts/graphs, estimates and data included in this presentation are as on date and are subject to change without notice. While utmost care has been
exercised while preparing this document, Motilal Oswal Asset Management Company does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages
arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and
assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements.
Readers shall be fully responsible / liable for any decision taken on the basis of this presentation. No part of this document may be duplicated in whole or in part in any form and/or redistributed without
prior written consent of the Motilal Oswal Asset Management Company . Readers should before investing in the Strategy make their own investigation and seek appropriate professional advice. •
Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. •
Clients under Portfolio management Services are not being offered any guaranteed/assured returns. • Past performance of the portfolio Manager does not indicate the future performance of any of the
strategies. • The name of the Strategies do not in any manner indicate their prospects or return. • The strategy may not be suited to all categories of investors. • The material is based upon information
that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. • performance related information provided herein is not verified by SEBI.•
Neither Motilal Oswal Asset Management Company Ltd. (MOAMC), nor any person connected with it, accepts any liability arising from the use of this material. • The Portfolio Manager is not responsible
for any loss resulting from the operation of the strategy. • Recipient shall understand that the aforementioned statements cannot disclose all the risks and characteristics. The recipient is requested to take
into consideration all the risk factors including their financial condition, suitability to risk return, etc. and take professional advice before investing. As with any investment in securities, the Value of the
portfolio under management may go up or down depending on the various factors and forces affecting the capital market. Investor are advised to refer to the Disclosure Document for detailed statement
on risks associated with the Investment Approach and Other Risks. Further Disclosure Document shall be read carefully before executing the PMS agreement . • Prospective investors and others are
cautioned that any forward - looking statements are not predictions and may be subject to change without notice. • For tax consequences, each investor is advised to consult his / her own professional tax
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Custodian: Deutsche Bank A.G. | Auditor: BDO India LLP | Depository: Central Depositary Services Ltd | Portfolio Manager: Motilal Oswal Asset Management Company Ltd. (MOAMC) | SEBI
Registration No. : INP 000000670 THINK EQUITY THINK MOTILAL OSWAL For any PMS queries please call us on +91 81086 22222 / 022-4054 8002 (press 2 for PMS) or write to
[email protected] or visit www.motilaloswalmf.com

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Think Equity. Think Motilal Oswal. www.motilaloswalmf.com