- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Focused Opportunities Strategy.
+7.52%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Focused Opportunities Strategy. returned 7.52% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹64.79 crore across its clients.
Key numbers
- AUM
- ₹64.79 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TR | Difference |
|---|---|---|---|
| 1 month | −5.86% | −5.57% | −0.29% |
| 3 months | −8.71% | −3.59% | −5.12% |
| 6 months | +11.26% | +8.07% | +3.19% |
| 1 year | +7.52% | −2.33% | +9.85% |
| 2 years | −2.50% | −3.93% | +1.43% |
| 3 years | +17.23% | +9.20% | +8.03% |
| 4 years | +22.87% | +11.21% | +11.66% |
| 5 years | +18.08% | +8.90% | +9.18% |
| Since inception | +18.09% | +11.66% | +6.43% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity85.46%₹55.37 Cr
- Cash and other14.54%₹9.42 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.03 Cr
- Net, Sep 2026
- −₹0.03 Cr
- Net, FY to date
- −₹0.19 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Focused Opportunities Strategy. returned?
7.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.86%; 3 months: −8.71%; 6 months: 11.26%; 1 year: 7.52%; 2 years: −2.50%; 3 years: 17.23%; 4 years: 22.87%; 5 years: 18.08%; Since inception: 18.09%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TR, returned −2.33% over the year, so the strategy was 9.85 percentage points ahead.
How much does Focused Opportunities Strategy. manage?
₹64.79 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Focused Opportunities Strategy.?
Motilal Oswal Asset Management Company, a SEBI-registered portfolio manager (INP000000670), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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