- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Motilal Oswal Multifactor Equity Strategy
−0.91%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Motilal Oswal Multifactor Equity Strategy returned −0.91% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹46.47 crore across its clients.
Key numbers
- AUM
- ₹46.47 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 2.09×
- 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 | −4.09% | −5.57% | +1.48% |
| 3 months | −2.89% | −3.59% | +0.70% |
| 6 months | +4.58% | +8.07% | −3.49% |
| 1 year | −0.91% | −2.33% | +1.42% |
| 2 years | −7.17% | −3.93% | −3.24% |
| 3 years | +9.16% | +9.20% | −0.04% |
| 4 years | +12.91% | +11.21% | +1.70% |
| 5 years | +9.12% | +8.90% | +0.22% |
| Since inception | +11.93% | +12.25% | −0.32% |
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 equity78.60%₹36.53 Cr
- Cash and other21.40%₹9.94 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.28 Cr
- Net, Sep 2026
- −₹2.28 Cr
- Net, FY to date
- −₹14.55 Cr
- Turnover, month
- 0.31×
- Turnover, past year
- 2.09×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Motilal Oswal Multifactor Equity Strategy returned?
−0.91% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.09%; 3 months: −2.89%; 6 months: 4.58%; 1 year: −0.91%; 2 years: −7.17%; 3 years: 9.16%; 4 years: 12.91%; 5 years: 9.12%; Since inception: 11.93%.
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 1.42 percentage points ahead.
How much does Motilal Oswal Multifactor Equity Strategy manage?
₹46.47 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 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