- Manager
- Motilal Oswal Wealth
- Service
- Discretionary
- Asset class
- Multi-asset
MOWPL - Delphi Alpha Strategist Advantage Portfolio
+13.97%
1-year return
Benchmark NSE Multi Asset Index 2 +2.21% · to 30 Sep 2026
Motilal Oswal Wealth’s MOWPL - Delphi Alpha Strategist Advantage Portfolio returned 13.97% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2. It managed ₹560 crore across its clients.
Key numbers
- AUM
- ₹560 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.18×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −2.23% | −2.85% | +0.62% |
| 3 months | +1.55% | −1.23% | +2.78% |
| 6 months | +7.30% | +6.24% | +1.06% |
| 1 year | +13.97% | +2.21% | +11.76% |
| 2 years | +14.82% | +2.37% | +12.45% |
| 3 years | +18.46% | +9.55% | +8.91% |
| 4 years | +16.88% | +9.91% | +6.97% |
| 5 years | +13.41% | +8.48% | +4.93% |
| Since inception | +13.49% | +11.11% | +2.38% |
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 funds99.35%₹556 Cr
- Cash and other0.65%₹3.63 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹10.83 Cr
- Net, Sep 2026
- −₹10.83 Cr
- Net, FY to date
- −₹13.20 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.18×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MOWPL - Delphi Alpha Strategist Advantage Portfolio returned?
13.97% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.23%; 3 months: 1.55%; 6 months: 7.30%; 1 year: 13.97%; 2 years: 14.82%; 3 years: 18.46%; 4 years: 16.88%; 5 years: 13.41%; Since inception: 13.49%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2, returned 2.21% over the year, so the strategy was 11.76 percentage points ahead.
How much does MOWPL - Delphi Alpha Strategist Advantage Portfolio manage?
₹560 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 Alpha Strategist 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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