- Manager
- Motilal Oswal Wealth
- Service
- Discretionary
- Asset class
- Debt
MOWPL - Delphi Conservative Approach
+4.58%
1-year return
Benchmark CRISIL Composite Bond Index +3.81% · to 30 Sep 2026
Motilal Oswal Wealth’s MOWPL - Delphi Conservative Approach returned 4.58% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Index. It managed ₹1.65 crore across its clients.
Key numbers
- AUM
- ₹1.65 Cr
- Benchmark
- CRISIL Composite Bond Index
- Turnover, past year
- 0.66×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Index | Difference |
|---|---|---|---|
| 1 month | +0.16% | −0.42% | +0.58% |
| 3 months | +1.00% | −0.40% | +1.40% |
| 6 months | +2.16% | +3.10% | −0.94% |
| 1 year | +4.58% | +3.81% | +0.77% |
| 2 years | +5.24% | +5.33% | −0.09% |
| 3 years | +6.09% | +6.62% | −0.53% |
| 4 years | +6.27% | +6.90% | −0.63% |
| 5 years | +5.15% | +5.70% | −0.55% |
| Since inception | +5.15% | +5.43% | −0.28% |
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 funds90.00%₹1.48 Cr
- Cash and other10.00%₹0.16 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.97 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.66×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MOWPL - Delphi Conservative Approach returned?
4.58% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.16%; 3 months: 1.00%; 6 months: 2.16%; 1 year: 4.58%; 2 years: 5.24%; 3 years: 6.09%; 4 years: 6.27%; 5 years: 5.15%; Since inception: 5.15%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Index, returned 3.81% over the year, so the strategy was 0.77 percentage points ahead.
How much does MOWPL - Delphi Conservative Approach manage?
₹1.65 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 Conservative Approach?
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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