- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
India Growth Strategy
+23.83%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s India Growth Strategy returned 23.83% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹348 crore across its clients.
Key numbers
- AUM
- ₹348 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 0.57×
- 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 | −4.30% | −5.57% | +1.27% |
| 3 months | +2.75% | −3.59% | +6.34% |
| 6 months | +29.74% | +8.07% | +21.67% |
| 1 year | +23.83% | −2.33% | +26.16% |
| 2 years | +3.08% | −3.93% | +7.01% |
| Since inception | +20.09% | +10.58% | +9.51% |
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 equity92.64%₹322 Cr
- Cash and other7.36%₹25.62 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹12.86 Cr
- Outflow, Sep 2026
- ₹0.96 Cr
- Net, Sep 2026
- ₹11.90 Cr
- Net, FY to date
- ₹20.01 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.57×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has India Growth Strategy returned?
23.83% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.30%; 3 months: 2.75%; 6 months: 29.74%; 1 year: 23.83%; 2 years: 3.08%; Since inception: 20.09%.
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 26.16 percentage points ahead.
How much does India Growth Strategy manage?
₹348 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 India Growth 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app