MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED
StockViz
March 29, 2026
- Next Trillion Dollar Opportunity Strategy
- Motilal Oswal Founders Portfolio
- Value Migration Strategy
- Motilal Oswal Mid To Mega Strategy
- India Growth Strategy
- Liquid Strategy
- Motilal Oswal Ethical Strategy
- Motilal Oswal Multifactor Equity Strategy
- Focused Opportunities Strategy.
- Hockey Stick Multi Cap Strategy
- Hockey Stick Large Cap Strategy
- Motilal Oswal Small Cap Multifactor Strategy
- Microcap Multifactor Strategy
- Motilal Oswal Midcap Multifactor Equity Strategy
- Motilal Oswal Large Cap Momentum Strategy
- Historical (pre-2021)
Source: SEBI Portfolio Manager Monthly Report
Next Trillion Dollar Opportunity Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 4536.17 cr; Sharpe Ratio: 0.31 ; Information Ratio: -33.73
Assets Under Management
from 2021-02-28 through 2026-02-28 .
Motilal Oswal Founders Portfolio
Performance
Asset Class: EQUITY ; AUM: Rs. 3433.71 cr; Sharpe Ratio: 0.81 ; Information Ratio: 51.28
Assets Under Management
from 2023-03-31 through 2026-02-28 .
Value Migration Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 3059.65 cr; Sharpe Ratio: 0.55 ; Information Ratio: 31.87
Assets Under Management
from 2023-07-31 through 2026-02-28 .
Motilal Oswal Mid To Mega Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 1905.29 cr; Sharpe Ratio: 0.5 ; Information Ratio: 11.92
Assets Under Management
from 2023-11-30 through 2026-02-28 .
India Growth Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 276.46 cr; Sharpe Ratio: 0.39 ; Information Ratio: -1.19
Assets Under Management
from 2023-11-30 through 2026-02-28 .
Liquid Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 146.43 cr; Sharpe Ratio: -3.05 ; Information Ratio: -82.25
Assets Under Management
from 2021-02-28 through 2026-02-28 .
Motilal Oswal Ethical Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 68.49 cr; Sharpe Ratio: 0.34 ; Information Ratio: -3.53
Assets Under Management
from 2022-05-31 through 2026-02-28 .
Motilal Oswal Multifactor Equity Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 64.34 cr; Sharpe Ratio: 0.6 ; Information Ratio: 36.97
Assets Under Management
from 2021-06-30 through 2026-02-28 .
Focused Opportunities Strategy.
Performance
Asset Class: EQUITY ; AUM: Rs. 62.94 cr; Sharpe Ratio: 0.96 ; Information Ratio: 77.4
Assets Under Management
from 2021-02-28 through 2026-02-28 .
Hockey Stick Multi Cap Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 15 cr; Sharpe Ratio: -0.06 ; Information Ratio: -28.19
Assets Under Management
from 2024-02-29 through 2026-02-28 .
Hockey Stick Large Cap Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 12.52 cr; Sharpe Ratio: 1.11 ; Information Ratio: 213.78
Assets Under Management
from 2024-01-31 through 2026-02-28 .
Motilal Oswal Small Cap Multifactor Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 4.07 cr; Sharpe Ratio: 0.69 ; Information Ratio: 46.75
Assets Under Management
from 2022-06-30 through 2026-02-28 .
Microcap Multifactor Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 3.21 cr; Sharpe Ratio: -0.28 ; Information Ratio: -64.95
Assets Under Management
from 2025-02-28 through 2026-02-28 .
Motilal Oswal Midcap Multifactor Equity Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 1.84 cr; Sharpe Ratio: 0.76 ; Information Ratio: 83.65
Assets Under Management
from 2021-11-30 through 2026-02-28 .
Motilal Oswal Large Cap Momentum Strategy
Performance
Asset Class: EQUITY ; AUM: Rs. 1.27 cr; Sharpe Ratio: 0.17 ; Information Ratio: -27.11
Assets Under Management
from 2023-12-31 through 2026-02-28 .
Historical (pre-2021)
Performance
Assets Under Management
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