Strategy performance
Motilal Oswal Midcap Multifactor Equity Strategy
Motilal Oswal Asset Management Company Limited · AUM ₹2.06 Cr · as of Sep 2026
Our read
₹100 grew to ₹207.2 since inception (+16.0% CAGR), with a max drawdown of −27.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+17.0%
Since inception
+16.0%
Max drawdown
−27.7%
Volatility
+18.5%
Peer position
Loading peer ranks…
Performance
Motilal Oswal Midcap Multifactor Equity Strategy₹207.2Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.9% | +3.6% | −10.2% | +11.2% | +3.6% | +2.5% | −0.7% | +5.2% | −7.0% | +5.9% | |||
| 2025 | −10.2% | −10.8% | +8.9% | +4.2% | +4.0% | +5.2% | −3.1% | −3.0% | +0.4% | +4.8% | +2.6% | +2.4% | +3.2% |
| 2024 | +8.1% | +6.5% | +2.6% | +7.1% | −0.8% | +5.0% | +6.2% | +2.1% | −3.5% | −6.3% | −1.8% | +1.8% | +29.1% |
| 2023 | −5.0% | −0.5% | +0.0% | +6.8% | +2.3% | +6.2% | +8.3% | +4.0% | +10.8% | −4.6% | +10.3% | +8.0% | +55.5% |
| 2022 | −3.1% | −5.5% | +0.8% | −2.2% | −5.6% | −2.8% | +8.8% | +5.8% | −1.3% | −2.0% | +1.9% | −2.1% | −7.9% |
| 2021 | +0.4% | +2.2% | +2.6% |
Metrics
Tearsheet- 1M return
- −7.0%
- 3M return
- −2.8%
- 6M return
- +14.8%
- 1Y return
- +16.5%
- 2Y CAGR
- +1.1%
- 3Y CAGR
- +17.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +16.0%
- Total return
- +107.2%
- Average month
- +1.4%
- Median month
- +2.2%
- Average up month
- +4.9%
- Best month
- +11.2%
- Best rolling 12M
- +95.0%
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.
Motilal Oswal Midcap Multifactor Equity Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Motilal Oswal Midcap Multifactor Equity Strategy performed?
- Motilal Oswal Midcap Multifactor Equity Strategy (Motilal Oswal Asset Management Company Limited) shows CAGR 15.97% and max drawdown -27.65% 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 Motilal Oswal Midcap Multifactor Equity Strategy CAGR / max drawdown?
- CAGR is 15.97%; max drawdown is -27.65%. We only publish CAGR when there are enough months (≥12 on this track of 59 months). Learn more
- Where do Motilal Oswal Midcap Multifactor Equity 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 Motilal Oswal Midcap Multifactor Equity 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