Know Your PMS · Monthly tearsheet
MOTILAL OSWAL LARGE CAP MOMENTUM 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_202634 months filedBM: NIFTY 50 TRBM: NIFTY50TRIBM: Benchmark
CAGR
2.67%
Total return
7.74%
Max drawdown
-29.90%
Sharpe
0.24
Sortino
0.13
Calmar
0.09
Win months
55.88%
Best / worst month
7.4% / -11.6%
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 | -2.26% | 3.83% | -11.60% | 7.19% | 0.87% | -1.61% | -1.70% | 3.55% | -7.36% | – | – | – | -10.01% |
2025 | -9.73% | -9.30% | 6.24% | 6.47% | 2.82% | 5.17% | -2.04% | -0.76% | 4.22% | 1.45% | 3.18% | -0.55% | 5.63% |
2024 | 7.37% | 1.31% | 1.78% | 2.33% | 2.42% | 5.28% | 6.98% | 1.32% | -0.17% | -10.13% | -2.15% | -2.47% | 13.37% |
2023 | – | – | – | – | – | – | – | – | – | – | – | -0.03% | -0.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 29.90% | 25 mo · open |
| Dec_2023 | Dec_2023 | Jan_2024 | 0.03% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
6 mo
Ann. volatility
17.51%
Downside deviation
19.98%