Strategy performance
Next Trillion Dollar Opportunity Strategy
Motilal Oswal Asset Management Company Limited · AUM ₹4,559 Cr · as of Sep 2026
Our read
₹100 grew to ₹175.5 since inception (+10.4% CAGR), with a max drawdown of −25.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.9%
Since inception
+10.4%
Max drawdown
−25.1%
Volatility
+16.9%
Peer position
Loading peer ranks…
Performance
Next Trillion Dollar Opportunity Strategy₹175.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.4% | −0.2% | −10.6% | +13.2% | +0.7% | +2.9% | +3.7% | +2.0% | −6.6% | −0.1% | |||
| 2025 | −12.3% | −10.4% | +7.2% | +2.6% | +8.3% | +4.2% | −2.4% | −5.4% | +1.4% | +4.4% | +1.8% | −2.9% | −5.8% |
| 2024 | +4.7% | −0.8% | +0.4% | +4.6% | −2.2% | +8.6% | +5.4% | +2.3% | +4.2% | −5.6% | +0.9% | +0.1% | +24.2% |
| 2023 | −3.0% | −0.7% | −1.8% | +5.5% | +1.9% | +1.1% | +2.8% | +5.0% | +2.1% | −0.2% | +9.4% | +4.0% | +28.4% |
| 2022 | −3.1% | −5.4% | +1.8% | −2.8% | −4.4% | −6.3% | +10.7% | +3.4% | −3.0% | +1.9% | +0.2% | −4.5% | −12.0% |
| 2021 | +5.1% | +2.0% | −0.9% | +6.7% | +2.2% | +4.2% | +3.2% | +4.0% | +0.9% | −1.9% | +3.7% | +32.9% |
Metrics
Tearsheet- 1M return
- −6.6%
- 3M return
- −1.2%
- 6M return
- +15.9%
- 1Y return
- +3.0%
- 2Y CAGR
- −5.3%
- 3Y CAGR
- +9.9%
- 5Y CAGR
- +6.3%
- Since-inception CAGR
- +10.4%
- Total return
- +75.5%
- Average month
- +0.9%
- Median month
- +1.8%
- Average up month
- +3.8%
- Best month
- +13.2%
- Best rolling 12M
- +48.5%
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.
Next Trillion Dollar Opportunity Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Next Trillion Dollar Opportunity Strategy performed?
- Next Trillion Dollar Opportunity Strategy (Motilal Oswal Asset Management Company Limited) shows CAGR 10.43% and max drawdown -25.13% 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 Next Trillion Dollar Opportunity Strategy CAGR / max drawdown?
- CAGR is 10.43%; max drawdown is -25.13%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Next Trillion Dollar Opportunity 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 Next Trillion Dollar Opportunity 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