- Manager
- Motilal Oswal Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Next Trillion Dollar Opportunity Strategy
+3.12%
1-year return
Benchmark S and P BSE 500 TR −2.33% · to 30 Sep 2026
Motilal Oswal Asset Management Company’s Next Trillion Dollar Opportunity Strategy returned 3.12% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TR. It managed ₹4,200 crore across its clients.
Key numbers
- AUM
- ₹4,200 Cr
- Benchmark
- S and P BSE 500 TR
- Turnover, past year
- 1.08×
- 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 | −6.60% | −5.57% | −1.03% |
| 3 months | −1.20% | −3.59% | +2.39% |
| 6 months | +15.98% | +8.07% | +7.91% |
| 1 year | +3.12% | −2.33% | +5.45% |
| 2 years | −4.96% | −3.93% | −1.03% |
| 3 years | +10.10% | +9.20% | +0.90% |
| 4 years | +10.15% | +11.21% | −1.06% |
| 5 years | +6.42% | +8.90% | −2.48% |
| Since inception | +13.81% | +11.14% | +2.67% |
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 equity97.07%₹4,077 Cr
- Cash and other2.93%₹123 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.16 Cr
- Outflow, Sep 2026
- ₹70.61 Cr
- Net, Sep 2026
- −₹60.45 Cr
- Net, FY to date
- −₹424 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 1.08×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Next Trillion Dollar Opportunity Strategy returned?
3.12% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.60%; 3 months: −1.20%; 6 months: 15.98%; 1 year: 3.12%; 2 years: −4.96%; 3 years: 10.10%; 4 years: 10.15%; 5 years: 6.42%; Since inception: 13.81%.
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 5.45 percentage points ahead.
How much does Next Trillion Dollar Opportunity Strategy manage?
₹4,200 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 Next Trillion Dollar Opportunity 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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