- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Motilal Oswal Small Cap Multifactor Strategy
+8.56%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Motilal Oswal Small Cap Multifactor Strategy returned 8.56% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹4.52 crore across its clients.
Key numbers
- AUM
- ₹4.52 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 1.27×
- 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 | +0.28% | −5.57% | +5.85% |
| 3 months | +4.92% | −3.59% | +8.51% |
| 6 months | +26.85% | +8.07% | +18.78% |
| 1 year | +8.56% | −2.33% | +10.89% |
| 2 years | −3.88% | −3.93% | +0.05% |
| 3 years | +11.93% | +9.20% | +2.73% |
| 4 years | +18.62% | +11.21% | +7.41% |
| Since inception | +19.91% | +12.84% | +7.07% |
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 equity80.07%₹3.62 Cr
- Cash and other19.93%₹0.90 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0.16 Cr
- Turnover, month
- 0.19×
- Turnover, past year
- 1.27×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Motilal Oswal Small Cap Multifactor Strategy returned?
8.56% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.28%; 3 months: 4.92%; 6 months: 26.85%; 1 year: 8.56%; 2 years: −3.88%; 3 years: 11.93%; 4 years: 18.62%; Since inception: 19.91%.
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 10.89 percentage points ahead.
How much does Motilal Oswal Small Cap Multifactor Strategy manage?
₹4.52 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 Small Cap Multifactor 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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