Strategy performance
MOWPL - Delphi 4C Advantage Portfolio
Motilal Oswal Wealth Limited · AUM ₹851 Cr · as of Aug 2026
Our read
₹100 grew to ₹149.3 since inception (+14.3% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −14.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+14.3%
+5.2% vs benchmark
Since inception
+14.3%
Max drawdown
−14.6%
Volatility
+13.6%
Peer position
Loading peer ranks…
Performance
MOWPL - Delphi 4C Advantage Portfolio₹149.3Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.3% | +0.5% | −10.8% | +9.6% | +0.4% | +2.3% | +1.9% | +1.4% | +1.8% | ||||
| 2025 | −4.4% | −6.9% | +6.0% | +3.0% | +3.6% | +3.3% | −1.8% | −1.3% | +1.4% | +3.7% | +0.7% | −0.4% | +6.4% |
| 2024 | +1.4% | +2.1% | +1.2% | +3.7% | +1.4% | +6.6% | +4.4% | +1.8% | +2.6% | −4.8% | +0.9% | −0.3% | +22.6% |
| 2023 | +1.9% | −2.6% | +6.9% | +6.0% | +12.4% |
Metrics
Tearsheet- 1M return
- +1.4%
- 3M return
- +5.7%
- 6M return
- +3.7%
- 1Y return
- +7.3%
- 2Y CAGR
- +3.2%
- 3Y CAGR
- +14.3%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +14.3%
- Total return
- +49.3%
- Average month
- +1.2%
- Median month
- +1.4%
- Average up month
- +3.0%
- Best month
- +9.6%
- Best rolling 12M
- +41.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
MOWPL - Delphi 4C Advantage Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has MOWPL - Delphi 4C Advantage Portfolio performed?
- MOWPL - Delphi 4C Advantage Portfolio (Motilal Oswal Wealth Limited) shows CAGR 14.29% and max drawdown -14.65% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is MOWPL - Delphi 4C Advantage Portfolio CAGR / max drawdown?
- CAGR is 14.29%; max drawdown is -14.65%. We only publish CAGR when there are enough months (≥12 on this track of 36 months). Learn more
- Where do MOWPL - Delphi 4C Advantage Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite MOWPL - Delphi 4C Advantage Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more