- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Motilal Oswal Large Cap Momentum Strategy
−6.32%
1-year return
Benchmark NIFTY 50 TR −7.09% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Motilal Oswal Large Cap Momentum Strategy returned −6.32% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TR. It managed ₹1.14 crore across its clients.
Key numbers
- AUM
- ₹1.14 Cr
- Benchmark
- NIFTY 50 TR
- Turnover, past year
- 2.22×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TR | Difference |
|---|---|---|---|
| 1 month | −7.36% | −6.03% | −1.33% |
| 3 months | −5.70% | −4.91% | −0.79% |
| 6 months | +0.31% | +2.13% | −1.82% |
| 1 year | −6.32% | −7.09% | +0.77% |
| 2 years | −9.71% | −5.29% | −4.42% |
| Since inception | +2.70% | +4.09% | −1.39% |
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 equity86.02%₹0.98 Cr
- Cash and other13.98%₹0.16 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.01 Cr
- Turnover, month
- 0.26×
- Turnover, past year
- 2.22×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Motilal Oswal Large Cap Momentum Strategy returned?
−6.32% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.36%; 3 months: −5.70%; 6 months: 0.31%; 1 year: −6.32%; 2 years: −9.71%; Since inception: 2.70%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TR, returned −7.09% over the year, so the strategy was 0.77 percentage points ahead.
How much does Motilal Oswal Large Cap Momentum Strategy manage?
₹1.14 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 Large Cap Momentum 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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