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

Motilal Oswal Multifactor Equity is a Portfolio Management Service (PMS) strategy launched on 06 May 2021, benchmarked against the BSE 500 TR 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 Dr Bijon Pani and reported a 6-month M2M return of -3.32% 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 Multifactor Equity Strategy Details

The strategy has a mandate to invest in Equity and Equity related instruments across the entire market capitalization spectrum of Large cap, Midcap and Small cap companies.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TR) 6.3%

Top 5 Sectors Weightage

Health Care 26.5%
Financial Services 24.5%
Automobiles 11.6%
Capital Goods 11.2%
Metals & Mining 7.3%
others 18.9%

Know About Fund Managers

Dr Bijon Pani

FAQ

Frequently asked questions about Motilal Oswal Multifactor Equity

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

Motilal Oswal Multifactor Equity was launched on 06 May 2021 and is benchmarked against the BSE 500 TR 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 Multifactor Equity PMS strategy?

Motilal Oswal Multifactor Equity is managed by Dr Bijon Pani .

What sectors does Motilal Oswal Multifactor Equity invest in?

As of 20 August, 2026, the Motilal Oswal Multifactor Equity portfolio is allocated primarily across Health Care (26.5%), Financial Services (24.5%), Automobiles (11.6%), Capital Goods (11.2%), and Metals & Mining (7.3%), with the remaining 18.9% 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 Multifactor Equity 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 Multifactor Equity. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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