Manager
Motilal Oswal Wealth
Service
Discretionary
Asset class
Equity

Delphi Alpha Edge Discretionary PMS

₹24.63 Cr

Assets under management

Reported to SEBI · 30 Sep 2026

Motilal Oswal Wealth’s Delphi Alpha Edge Discretionary PMS managed ₹24.63 crore across its clients at 30 Sep 2026.

Key numbers

AUM
₹24.63 Cr
Benchmark
BSE 500 TRI
Turnover, past year
0.00×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Delphi Alpha Edge Discretionary PMS returns against the BSE 500 TRI
PeriodThis strategyBSE 500 TRIDifference
1 month−3.21%−5.57%+2.36%
3 months−0.49%−3.59%+3.10%
Since inception+1.68%−1.54%+3.22%

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Portfolio mix

  • Listed equity83.13%
  • Cash and other16.86%
  • Mutual funds0.01%

Flows and turnover

Inflow, Sep 2026
₹2 Cr
Outflow, Sep 2026
₹14.37 Cr
Net, Sep 2026
−₹12.37 Cr
Net, FY to date
₹24.80 Cr
Turnover, month
0.17×
Turnover, past year
0.00×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Delphi Alpha Edge Discretionary PMS returned?

As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.21%; 3 months: −0.49%; Since inception: 1.68%.

How much does Delphi Alpha Edge Discretionary PMS manage?

₹24.63 crore at 30 Sep 2026, as reported to SEBI.

What is the minimum investment in a PMS?

SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.

Who manages Delphi Alpha Edge Discretionary PMS?

Motilal Oswal Wealth, a SEBI-registered portfolio manager (INP000004409), runs it as a discretionary service.

How are PMS returns reported?

Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.

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