- Manager
- Motilal Oswal Wealth
- Service
- Discretionary
- Asset class
- Equity
MOWPL - Delphi 4C Advantage Portfolio
+1.00%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Motilal Oswal Wealth’s MOWPL - Delphi 4C Advantage Portfolio returned 1.00% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹831 crore across its clients.
Key numbers
- AUM
- ₹831 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.56% | −6.03% | +1.47% |
| 3 months | −1.37% | −4.91% | +3.54% |
| 6 months | +10.98% | +2.13% | +8.85% |
| 1 year | +1.00% | −7.09% | +8.09% |
| 2 years | −0.41% | −5.29% | +4.88% |
| 3 years | +11.91% | +6.06% | +5.85% |
| 4 years | +14.05% | +8.48% | +5.57% |
| 5 years | +10.64% | +6.38% | +4.26% |
| Since inception | +13.56% | +11.44% | +2.12% |
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
- Mutual funds99.62%₹828 Cr
- Cash and other0.38%₹3.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹20.19 Cr
- Outflow, Sep 2026
- ₹1.09 Cr
- Net, Sep 2026
- ₹19.10 Cr
- Net, FY to date
- ₹147 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MOWPL - Delphi 4C Advantage Portfolio returned?
1.00% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.56%; 3 months: −1.37%; 6 months: 10.98%; 1 year: 1.00%; 2 years: −0.41%; 3 years: 11.91%; 4 years: 14.05%; 5 years: 10.64%; Since inception: 13.56%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 8.09 percentage points ahead.
How much does MOWPL - Delphi 4C Advantage Portfolio manage?
₹831 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 MOWPL - Delphi 4C Advantage Portfolio?
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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