Know Your PMS · Monthly tearsheet
Motilal Oswal Mid to Mega 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_202635 months filedBM: S and P BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
19.64%
Total return
68.71%
Max drawdown
-21.14%
Sharpe
0.92
Sortino
0.90
Calmar
0.93
Win months
65.71%
Best / worst month
19.7% / -12.1%
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 | -3.97% | 0.80% | -9.76% | 19.67% | 5.46% | 4.17% | 0.00% | 5.21% | -4.18% | – | – | – | 15.77% |
2025 | -12.10% | -10.29% | 7.19% | 0.50% | 11.45% | 2.86% | -3.18% | -4.45% | -1.99% | 7.36% | 0.87% | -4.12% | -8.32% |
2024 | 3.26% | 1.69% | 0.09% | 4.22% | -0.01% | 11.41% | 3.97% | 4.18% | 3.67% | -2.18% | 1.82% | 2.65% | 40.09% |
2023 | – | – | – | – | – | – | – | – | – | – | 10.73% | 2.47% | 13.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | May_2026 | 21.14% | 16 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.18% | 1 mo · open |
| Oct_2024 | Oct_2024 | Dec_2024 | 2.18% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 0.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
21.78%
Downside deviation
21.82%