- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Hockey Stick Multi Cap Strategy
+3.94%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Hockey Stick Multi Cap Strategy returned 3.94% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹19.16 crore across its clients.
Key numbers
- AUM
- ₹19.16 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 3.01×
- 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 | −7.83% | −5.57% | −2.26% |
| 3 months | −4.22% | −3.59% | −0.63% |
| 6 months | +8.81% | +8.07% | +0.74% |
| 1 year | +3.94% | −2.33% | +6.27% |
| 2 years | −8.23% | −3.93% | −4.30% |
| Since inception | +1.80% | +4.13% | −2.33% |
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 equity99.83%₹19.13 Cr
- Cash and other0.17%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0.17 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 3.01×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Hockey Stick Multi Cap Strategy returned?
3.94% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.83%; 3 months: −4.22%; 6 months: 8.81%; 1 year: 3.94%; 2 years: −8.23%; Since inception: 1.80%.
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 6.27 percentage points ahead.
How much does Hockey Stick Multi Cap Strategy manage?
₹19.16 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 Multi 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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