Strategy performance
Liquid Strategy
Motilal Oswal Asset Management Company Limited · AUM ₹124 Cr · as of Sep 2026
Our read
₹100 grew to ₹130.5 since inception (+4.8% CAGR), with a max drawdown of −0.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+5.2%
Since inception
+4.8%
Max drawdown
−0.1%
Volatility
+0.5%
Peer position
Loading peer ranks…
Performance
Liquid Strategy₹130.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | +0.3% | +0.4% | +0.4% | +0.3% | +0.4% | +0.4% | +0.3% | +0.3% | +3.2% | |||
| 2025 | +0.5% | +0.4% | +0.4% | +0.4% | +0.5% | +0.4% | +0.4% | +0.4% | +0.4% | +0.4% | +0.3% | +0.4% | +5.0% |
| 2024 | +0.6% | +0.6% | +0.6% | +0.5% | +0.6% | +0.5% | +0.2% | +0.5% | +0.6% | +0.5% | +0.4% | +0.5% | +6.2% |
| 2023 | +0.5% | +0.5% | +0.6% | +0.5% | +0.6% | +0.5% | +0.5% | +0.5% | +0.5% | +0.0% | +0.5% | +0.6% | +6.1% |
| 2022 | +0.3% | −0.1% | +0.3% | +0.3% | +0.3% | +0.3% | +0.3% | +0.3% | +0.4% | +0.5% | +0.6% | +0.5% | +3.9% |
| 2021 | +0.2% | +0.3% | +0.2% | +0.3% | +0.2% | +0.3% | +0.3% | +0.2% | +0.2% | +0.3% | +0.3% | +2.8% |
Metrics
Tearsheet- 1M return
- +0.3%
- 3M return
- +1.1%
- 6M return
- +2.1%
- 1Y return
- +4.4%
- 2Y CAGR
- +4.8%
- 3Y CAGR
- +5.2%
- 5Y CAGR
- +5.0%
- Since-inception CAGR
- +4.8%
- Total return
- +30.5%
- Average month
- +0.4%
- Median month
- +0.4%
- Average up month
- +0.4%
- Best month
- +0.6%
- Best rolling 12M
- +6.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Liquid Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Liquid Strategy performed?
- Liquid Strategy (Motilal Oswal Asset Management Company Limited) shows CAGR 4.81% and max drawdown -0.12% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Liquid Strategy CAGR / max drawdown?
- CAGR is 4.81%; max drawdown is -0.12%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Liquid Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Liquid Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more