Motilal Oswal Asset Management Company Limited - Portfolio Managers • Equity
Motilal Oswal Small cap Multifactor Strategy is an equity portfolio management service (PMS) strategy run by Motilal Oswal Asset Management Company Limited - Portfolio Managers, launched on 13 May 2022. As of 30 Sep 2026, it manages ₹4.52 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.56% over 1 year and +11.93% over 3 years (+19.91% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.73 percentage points ahead of its benchmark. Its 3-year return ranks 214th 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: Composite India GARP Fund (+12.03%), Complete Circle Digital compounders (+11.97%), NDPMS (+11.85%), Capstocks-PMS (+11.82%).
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 | +0.28% |
| 3 Months | +4.92% |
| 1 Year | +8.56% |
| 3 Years | +11.93% |
| Since Inception | +19.91% |
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 Small cap Multifactor Strategy has a 1-year return of +8.56%, a 3-year return of +11.93% and +19.91% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Motilal Oswal Small cap Multifactor Strategy returned +11.93% against +9.20% for the BSE 500 TRI, 2.73 percentage points ahead. Over 1 year it returned +8.56% 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 Small cap Multifactor Strategy's 3-year return of +11.93% ranks 214th as of 30 Sep 2026.
Motilal Oswal Small cap Multifactor Strategy is managed by Bijon Pani at Motilal Oswal. The strategy manages ₹4.52 Cr of client assets as of 30 Sep 2026.
Motilal Oswal Small cap Multifactor Strategy manages ₹4.52 Cr of client assets as of 30 Sep 2026.
The minimum investment for Motilal Oswal Small cap Multifactor Strategy is ₹50 Lakhs.
Motilal Oswal Small cap Multifactor Strategy was launched on 13 May 2022. It has a 4-year track record.
Description
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