- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Liquid Strategy
+4.43%
1-year return
Benchmark Crisil Composite Bond Fund Index +3.81% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Liquid Strategy returned 4.43% over the year to 30 Sep 2026, against 3.81% for its benchmark, the Crisil Composite Bond Fund Index. It managed ₹129 crore across its clients.
Key numbers
- AUM
- ₹129 Cr
- Benchmark
- Crisil Composite Bond Fund Index
- Turnover, past year
- 4.03×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Crisil Composite Bond Fund Index | Difference |
|---|---|---|---|
| 1 month | +0.33% | −0.42% | +0.75% |
| 3 months | +1.07% | −0.40% | +1.47% |
| 6 months | +2.14% | +3.10% | −0.96% |
| 1 year | +4.43% | +3.81% | +0.62% |
| 2 years | +4.80% | +5.33% | −0.53% |
| 3 years | +5.19% | +6.62% | −1.43% |
| 4 years | +5.52% | +6.89% | −1.37% |
| 5 years | +5.14% | +5.69% | −0.55% |
| Since inception | +4.94% | +7.31% | −2.37% |
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
- Mutual funds85.92%₹111 Cr
- Cash and other14.08%₹18.23 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹53.14 Cr
- Outflow, Sep 2026
- ₹47.94 Cr
- Net, Sep 2026
- ₹5.20 Cr
- Net, FY to date
- ₹8.40 Cr
- Turnover, month
- 0.45×
- Turnover, past year
- 4.03×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Liquid Strategy returned?
4.43% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.33%; 3 months: 1.07%; 6 months: 2.14%; 1 year: 4.43%; 2 years: 4.80%; 3 years: 5.19%; 4 years: 5.52%; 5 years: 5.14%; Since inception: 4.94%.
How has it done against its benchmark?
Its benchmark, the Crisil Composite Bond Fund Index, returned 3.81% over the year, so the strategy was 0.62 percentage points ahead.
How much does Liquid Strategy manage?
₹129 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 Liquid 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