- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Microcap Multifactor Strategy
+6.98%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Microcap Multifactor Strategy returned 6.98% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹8.92 crore across its clients.
Key numbers
- AUM
- ₹8.92 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 2.97×
- 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 | −0.35% | −5.57% | +5.22% |
| 3 months | +5.77% | −3.59% | +9.36% |
| 6 months | +26.48% | +8.07% | +18.41% |
| 1 year | +6.98% | −2.33% | +9.31% |
| Since inception | +7.84% | +2.66% | +5.18% |
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 equity80.59%₹7.19 Cr
- Cash and other19.41%₹1.73 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.39 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹3.38 Cr
- Net, FY to date
- ₹5.14 Cr
- Turnover, month
- 0.54×
- Turnover, past year
- 2.97×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Microcap Multifactor Strategy returned?
6.98% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.35%; 3 months: 5.77%; 6 months: 26.48%; 1 year: 6.98%; Since inception: 7.84%.
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 9.31 percentage points ahead.
How much does Microcap Multifactor Strategy manage?
₹8.92 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 Microcap Multifactor 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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