Know Your PMS · Monthly tearsheet
MOTILAL OSWAL FOUNDERS PORTFOLIO
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_202643 months filedBM: S and P BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
23.83%
Total return
115.12%
Max drawdown
-26.49%
Sharpe
1.13
Sortino
0.99
Calmar
0.90
Win months
72.09%
Best / worst month
16.6% / -16.5%
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 | -6.88% | 0.73% | -6.27% | 16.57% | -0.25% | 4.65% | 0.25% | 6.45% | -5.20% | – | – | – | 8.23% |
2025 | -16.47% | -12.00% | 10.68% | 1.71% | 10.78% | 1.47% | -1.52% | -3.94% | 2.20% | 3.23% | -2.60% | -2.53% | -11.87% |
2024 | 3.89% | 0.41% | 2.02% | 5.36% | -1.51% | 12.40% | 5.58% | 4.02% | 4.95% | -3.66% | 1.95% | 5.08% | 47.66% |
2023 | – | – | 0.71% | 5.70% | 6.17% | 3.60% | 6.24% | 5.04% | 0.65% | 1.82% | 9.49% | 4.17% | 52.73% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Aug_2026 | 26.49% | 19 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.20% | 1 mo · open |
| Oct_2024 | Oct_2024 | Dec_2024 | 3.66% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 1.51% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
14 mo
Longest loss streak
3 mo
Ann. volatility
20.86%
Downside deviation
23.99%