- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Motilal Oswal Ethical Strategy
+11.15%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Motilal Oswal Ethical Strategy returned 11.15% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹83.07 crore across its clients.
Key numbers
- AUM
- ₹83.07 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 0.45×
- 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 | −4.96% | −5.57% | +0.61% |
| 3 months | +1.30% | −3.59% | +4.89% |
| 6 months | +24.71% | +8.07% | +16.64% |
| 1 year | +11.15% | −2.33% | +13.48% |
| 2 years | −0.50% | −3.93% | +3.43% |
| 3 years | +12.85% | +9.20% | +3.65% |
| 4 years | +15.02% | +11.21% | +3.81% |
| 5 years | +10.95% | +8.90% | +2.05% |
| Since inception | +12.76% | +10.71% | +2.05% |
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 equity99.61%₹82.75 Cr
- Cash and other0.39%₹0.32 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.03 Cr
- Outflow, Sep 2026
- ₹0.46 Cr
- Net, Sep 2026
- ₹4.57 Cr
- Net, FY to date
- ₹3.87 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Motilal Oswal Ethical Strategy returned?
11.15% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.96%; 3 months: 1.30%; 6 months: 24.71%; 1 year: 11.15%; 2 years: −0.50%; 3 years: 12.85%; 4 years: 15.02%; 5 years: 10.95%; Since inception: 12.76%.
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 13.48 percentage points ahead.
How much does Motilal Oswal Ethical Strategy manage?
₹83.07 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 Motilal Oswal Ethical 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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