- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Hockey Stick Large Cap Strategy
+5.81%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Hockey Stick Large Cap Strategy returned 5.81% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹11.96 crore across its clients.
Key numbers
- AUM
- ₹11.96 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 2.35×
- 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 | −8.75% | −5.57% | −3.18% |
| 3 months | −2.96% | −3.59% | +0.63% |
| 6 months | +7.59% | +8.07% | −0.48% |
| 1 year | +5.81% | −2.33% | +8.14% |
| 2 years | +2.18% | −3.93% | +6.11% |
| Since inception | +17.15% | +5.30% | +11.85% |
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 equity99.82%₹11.93 Cr
- Cash and other0.18%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0.11 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 2.35×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Hockey Stick Large Cap Strategy returned?
5.81% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −8.75%; 3 months: −2.96%; 6 months: 7.59%; 1 year: 5.81%; 2 years: 2.18%; Since inception: 17.15%.
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 8.14 percentage points ahead.
How much does Hockey Stick Large Cap Strategy manage?
₹11.96 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 Hockey Stick Large Cap 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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