Motilal Oswal Wealth Limited · Debt · measured against
CRISIL Composite Bond Index
AUM
27 cr
CAGR (full)
9.6%
Sharpe (full)
2.64
Sharpe (bull ≤Sep-24)
2.97
Sharpe (flat Oct-24→)
2.77
Max drawdown
-0.0%
Since inception (APMI)
—
Months of data
33
Equity curve
Drawdown
Fiscal-year record
FY
Return
Sharpe
Active vs BM
IR
TE
months
FY24
7.8%
2.00
-0.4%
-0.21
1.9%
12
FY25
9.7%
5.78
0.9%
0.44
1.9%
12
FY26*
8.6%
2.61
5.5%
1.48
3.7%
9
FY27*
—
—
—
—
—
0
Return is the TOTAL return over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
Active/IR are measured against
CRISIL Composite Bond Index (equity funds all use BSE 500 TRI uniformly — self-declared
benchmarks are often softer); Sharpe remains the primary metric.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2023
-0.0
+0.9
+0.6
+0.7
+0.5
+0.7
+0.6
+0.5
+0.8
+5.5
2024
+0.8
+0.7
+0.7
+0.9
+0.9
+0.7
+1.0
+0.7
+0.6
+0.9
+0.5
+1.1
+9.8
2025
+0.7
+0.8
+0.6
+1.0
+0.6
+2.4
+0.7
+0.8
+0.8
+0.7
+0.6
+0.8
+10.9
Rolling 12-month active return
AUM & estimated net flows
Monthly net flow estimate: AUM_t − AUM_(t−1)·(1+r_t). Positive = net inflows, ₹cr.
Source: APMI monthly IA-level disclosures (mandated by SEBI's Dec-2022 benchmarking circular);
returns are TWRR net of all fees and expenses per SEBI circular of Feb-13-2020, as reported
by each portfolio manager. Benchmark series are the cross-reporter modal consensus of
manager-reported benchmark figures. Reporting artifacts (impossible values on dormant months) are
nulled, never silently dropped; dead funds remain in every month they existed. History begins
Apr-2023 (the APMI disclosure floor). Sharpe uses rf 6%, arithmetic monthly convention.
Nothing here is investment advice; past performance does not predict future returns.
Generated 2026-08-23 05:09Z · data through Jul 2026 · leaderboard