What is the Motilal Oswal Hedged Equity Multifactor Strategy Strategy and how has it performed?

Motilal Oswal Hedged Equity Multifactor Strategy is a Portfolio Management Service (PMS) strategy launched on 30 September 2024, benchmarked against the Nifty 500 TRI index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Bijon Pani and reported a 6-month M2M return of N/A against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

Motilal Oswal Hedged Equity Multifactor Strategy Strategy Details

To create a focused portfolio on the principles of ‘Factor Investing’. The equity portfolio shall be constructed using a ‘Multi factor’ investment framework that seeks to capture the premia from the factors like ‘ Quality’, ‘Value’ and ‘Momentum’. ‘Moreover, the scheme shall take long/short positions in index derivatives to protect against steep downside events by following a cost-efficient hedging strategy.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (Nifty 500 TRI) 6.3%

Top 5 Sectors Weightage

Automobile and Auto Components 14.9%
Healthcare 13.5%
Banks 13.3%
Finance 11.7%
Telecommunication 8%
others 38.6%

Know About Fund Managers

Bijon Pani

FAQ

Frequently asked questions about Motilal Oswal Hedged Equity Multifactor Strategy

What is the benchmark and inception date of Motilal Oswal Hedged Equity Multifactor Strategy?

Motilal Oswal Hedged Equity Multifactor Strategy was launched on 30 September 2024 and is benchmarked against the Nifty 500 TRI index. The strategy is one of Motilal Oswal longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the Motilal Oswal Hedged Equity Multifactor Strategy PMS strategy?

Motilal Oswal Hedged Equity Multifactor Strategy is managed by Bijon Pani .

What sectors does Motilal Oswal Hedged Equity Multifactor Strategy invest in?

As of 20 August, 2026, the Motilal Oswal Hedged Equity Multifactor Strategy portfolio is allocated primarily across Automobile and Auto Components (14.9%), Healthcare (13.5%), Banks (13.3%), Finance (11.7%), and Telecommunication (8%), with the remaining 38.6% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for Motilal Oswal Hedged Equity Multifactor Strategy PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including Motilal Oswal Hedged Equity Multifactor Strategy. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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Motilal Oswal Hedged Equity Multifactor Strategy

What is the Motilal Oswal Hedged Equity Multifactor Strategy Strategy and how has it performed?