- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Motilal Oswal Mid to Mega Strategy
+20.23%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Motilal Oswal Mid to Mega Strategy returned 20.23% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹2,467 crore across its clients.
Key numbers
- AUM
- ₹2,467 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 1.40×
- 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 | −4.18% | −5.57% | +1.39% |
| 3 months | +0.81% | −3.59% | +4.40% |
| 6 months | +32.53% | +8.07% | +24.46% |
| 1 year | +20.23% | −2.33% | +22.56% |
| 2 years | +4.40% | −3.93% | +8.33% |
| 3 years | +19.95% | +9.20% | +10.75% |
| 4 years | +23.03% | +11.21% | +11.82% |
| 5 years | +13.29% | +8.90% | +4.39% |
| Since inception | +22.65% | +13.73% | +8.92% |
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 equity95.66%₹2,360 Cr
- Cash and other4.34%₹107 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹98.60 Cr
- Outflow, Sep 2026
- ₹23.15 Cr
- Net, Sep 2026
- ₹75.45 Cr
- Net, FY to date
- ₹169 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.40×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Motilal Oswal Mid to Mega Strategy returned?
20.23% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.18%; 3 months: 0.81%; 6 months: 32.53%; 1 year: 20.23%; 2 years: 4.40%; 3 years: 19.95%; 4 years: 23.03%; 5 years: 13.29%; Since inception: 22.65%.
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 22.56 percentage points ahead.
How much does Motilal Oswal Mid to Mega Strategy manage?
₹2,467 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 Mid to Mega 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