Know Your PMS · Monthly tearsheet
MOTILAL OSWAL SMALL CAP MULTIFACTOR 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_202652 months filedBM: S and P BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
19.75%
Total return
118.38%
Max drawdown
-28.81%
Sharpe
1.03
Sortino
1.11
Calmar
0.69
Win months
61.54%
Best / worst month
13.7% / -12.9%
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 | -4.63% | 0.53% | -9.42% | 13.65% | 0.82% | 5.52% | 0.46% | 4.15% | 0.28% | – | – | – | 10.17% |
2025 | -9.80% | -12.86% | 9.56% | 0.00% | 8.49% | 5.50% | 0.36% | -3.86% | -1.70% | 3.14% | -3.81% | -0.67% | -7.88% |
2024 | 8.02% | 1.14% | -5.55% | 3.49% | -1.29% | 11.36% | 10.39% | 4.56% | -0.52% | -3.25% | -3.16% | -2.82% | 22.72% |
2023 | -0.34% | -0.37% | 1.04% | 4.58% | 2.23% | 5.86% | 12.46% | 4.03% | 2.34% | -1.38% | 8.15% | 5.64% | 53.17% |
2022 | – | – | – | – | – | -4.01% | 7.61% | 4.98% | 1.63% | 4.79% | 3.44% | -4.18% | 14.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 28.81% | 25 mo · open |
| Mar_2024 | Mar_2024 | Jun_2024 | 5.55% | 3 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 4.86% | 4 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 4.01% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.38% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
6 mo
Ann. volatility
19.15%
Downside deviation
17.79%