- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Motilal Oswal Midcap Multifactor Equity Strategy
+16.46%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Motilal Oswal Midcap Multifactor Equity Strategy returned 16.46% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹1.92 crore across its clients.
Key numbers
- AUM
- ₹1.92 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 0.99×
- 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 | −6.96% | −5.57% | −1.39% |
| 3 months | −2.82% | −3.59% | +0.77% |
| 6 months | +14.80% | +8.07% | +6.73% |
| 1 year | +16.46% | −2.33% | +18.79% |
| 2 years | +1.11% | −3.93% | +5.04% |
| 3 years | +17.03% | +9.20% | +7.83% |
| 4 years | +20.97% | +11.21% | +9.76% |
| Since inception | +16.03% | +8.61% | +7.42% |
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 equity85.51%₹1.64 Cr
- Cash and other14.49%₹0.28 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0.01 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 0.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Motilal Oswal Midcap Multifactor Equity Strategy returned?
16.46% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.96%; 3 months: −2.82%; 6 months: 14.80%; 1 year: 16.46%; 2 years: 1.11%; 3 years: 17.03%; 4 years: 20.97%; Since inception: 16.03%.
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 18.79 percentage points ahead.
How much does Motilal Oswal Midcap Multifactor Equity Strategy manage?
₹1.92 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 Motilal Oswal Midcap Multifactor Equity 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