Know Your PMS · Monthly tearsheet
Motilal Oswal Ethical Strategy
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202653 months filedBM: S and P BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
12.92%
Total return
71.06%
Max drawdown
-24.62%
Sharpe
0.76
Sortino
0.69
Calmar
0.52
Win months
62.26%
Best / worst month
15.3% / -12.8%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -5.06% | 8.35% | -12.77% | 15.32% | 2.75% | 3.89% | 1.53% | 4.98% | -4.96% | – | – | – | 11.90% |
2025 | -9.66% | -12.55% | 6.15% | -0.74% | 5.55% | 2.33% | 1.28% | -1.34% | 2.95% | 2.00% | -1.01% | -1.62% | -8.13% |
2024 | 5.07% | 4.20% | -0.28% | 3.64% | 1.48% | 8.64% | 2.18% | -0.99% | 0.04% | -4.57% | 1.18% | -0.24% | 21.61% |
2023 | -1.04% | 1.85% | 0.20% | 4.67% | 6.74% | 5.23% | 4.12% | 3.03% | 0.16% | -2.99% | 9.27% | 8.49% | 46.72% |
2022 | – | – | – | – | -7.55% | -2.67% | 6.15% | 3.21% | -0.89% | 1.01% | -1.01% | -4.54% | -6.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Aug_2026 | 24.62% | 24 mo |
| May_2022 | Jun_2022 | May_2023 | 10.02% | 12 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.96% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.99% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.28% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
18.00%
Downside deviation
18.79%