Motilal Oswal Asset Management Company Limited - Portfolio Managers • Equity
Motilal Oswal Multifactor Equity Strategy is an equity portfolio management service (PMS) strategy run by Motilal Oswal Asset Management Company Limited - Portfolio Managers, launched on 6 May 2021. As of 30 Sep 2026, it manages ₹46.47 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.91% over 1 year, +9.16% over 3 years and +9.12% over 5 years (+11.93% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.04 percentage points behind of its benchmark. Its 3-year return ranks 305th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Bijon Pani.
Ranked nearby on 3-year return: Value for Growth (+9.21%), Relative Value Approach (+9.20%), HSBC India Next Portfolio (+9.13%), MeritorQ (+9.12%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.09% |
| 3 Months | -2.89% |
| 1 Year | -0.91% |
| 3 Years | +9.16% |
| 5 Years | +9.12% |
| Since Inception | +11.93% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callMotilal Oswal Multifactor Equity Strategy has a 1-year return of -0.91%, a 3-year return of +9.16%, a 5-year return of +9.12% and +11.93% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Motilal Oswal Multifactor Equity Strategy returned +9.12% against +8.90% for the BSE 500 TRI, 0.22 percentage points ahead. Over 3 years it returned +9.16% against +9.20%; Over 1 year it returned -0.91% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Motilal Oswal Multifactor Equity Strategy's 3-year return of +9.16% ranks 305th as of 30 Sep 2026.
Motilal Oswal Multifactor Equity Strategy is managed by Bijon Pani at Motilal Oswal. The strategy manages ₹46.47 Cr of client assets as of 30 Sep 2026.
Motilal Oswal Multifactor Equity Strategy manages ₹46.47 Cr of client assets as of 30 Sep 2026.
The minimum investment for Motilal Oswal Multifactor Equity Strategy is ₹50 Lakhs.
Motilal Oswal Multifactor Equity Strategy was launched on 6 May 2021. It has a 5-year track record.
Description
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