9AT: MOTILAL OSWAL CAPITAL LIMITED

other names

MOTILAL OSWAL CAPITAL LIMITED

Adviser Profile

As of Date	06/30/2025
Registration	SEC, Approved, 06/30/2017
ADV Location	PRABHADEVI, MUMBAI, India
Contact Info	011 xxxxxxx
Websites

AUM^*	117,051,701 253%
of that, discretionary	0
Private Fund GAV^*	221,632,794
Avg Account Size	117,051,701 739%
SMA’s	No
Private Funds	2 1

Adviser Type

- Outside the United States

Number of Employees 6 20%

of those in investment advisory functions 1

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

SEC Fund Type	Count	GAV
Fund TypeOther Private Fund	Count2	GAV$221,632,794

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CHRISTMAS CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund124.2k	Total Private Fund GAV124.2k	AUM4.2m	#Funds1
Adviser AXCENT PRIVATE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.4m	#Funds-
Adviser CCM NEW OPPORTUNITIES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3m	Total Private Fund GAV1.3m	AUM1.3m	#Funds2
Adviser KLINGENSTEIN FIELDS ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CATALYST INTERNATIONAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund58.0m	Total Private Fund GAV58.0m	AUM58.0m	#Funds1
Adviser JUPITER ASSET MANAGEMENT US LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM20.9m	#Funds-
Adviser CAPITOLIS ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5b	#Funds-
Adviser GMAG MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM47.2m	#Funds-
Adviser RADIANT GLOBAL INVESTORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM53.3m	#Funds-
Adviser SELECT INVESTMENT SOLUTIONS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund12.5m	Total Private Fund GAV12.5m	AUM37.1m	#Funds1

Brochure Summary

Overview

MOCL is a public limited company formed under the Indian Companies Act 2013 on September 19, 2016 with an office in Mumbai, India. MOCL is registered as a Portfolio Manager with the Securities and Exchange Board of India (“SEBI”). The Firm’s principal owner, Motilal Oswal Asset Management Company Limited (MOAMC), an Indian public limited company, owns a 99.99% equity interest in MOCL. MOAMC is also the investment manager to Motilal Oswal Mutual Fund and is registered with the SEBI as a Mutual Fund. MOAMC also acts as an Investment Manager to the Schemes of Motilal Oswal Alternative Investment Trust and is registered under SEBI (Alternative Investment Funds) Regulations, 2012 bearing registration number IN/AIF3/13- 14/0044. Further, MOAMC has incorporated a wholly owned subsidiary in Mauritius which acts as an Investment Manager to the funds based in Mauritius. Messrs. Motilal Oswal and Raamdeo Agrawal are the indirect owners of MOAMC, through its direct and indirect parent entities of Motilal Financial Services Limited and Passionate Investment Management Limited. MOCL provides non-discretionary investment advisory services in a sub-advisory capacity to the Motilal Oswal India Fund (the “Fund”), a privately placed pooled investment vehicle exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”). An affiliate of MOCL, Motilal Oswal Asset Management (Mauritius) Pvt. Ltd. serves as the investment manager (the “Investment

Manager”) to the Fund, a company incorporated under the laws of Mauritius as a public company limited by shares. MOCL may, in the future, organize additional investment vehicles or manage on a discretionary or non-discretionary basis separately managed accounts that follow an investment program similar to or different from the Fund (collectively with the Fund, the “Clients”). MOCL, through its team of portfolio managers and analysts, limits its advice and asset management to the Indian equity markets and publicly listed Indian companies. Within the Indian equities market, MOCL provides a broad array of investment advisory services focused on quality, growth, longevity, and price. MOCL seeks investments in high quality stocks with growth potential. Additionally, if requested by a Client, MOCL may tailor its advisory services to the individual needs of such Client, on a case-by-case basis, but only to the extent such Client’s needs fit within MOCL’s investment philosophy and the Indian equity markets. Clients may also impose restrictions against investing in certain securities or types of securities, which MOCL will also consider on a case-by- case basis. MOCL does not tailor its advice to the objectives of the underlying investors in the Fund (“Fund Investors”). MOCL does not participate in wrap fee accounts. As of March 31, 2023, MOCL manages $27,888,287.66 in non-discretionary assets. MOCL does not manage any assets on a discretionary basis.

MOTILAL OSWAL CAPITAL LIMITED

Adviser Profile

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Overview