Know Your PMS · Monthly tearsheet
MOWPL - Delphi 4C Advantage Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_202636 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
14.29%
Total return
49.28%
Max drawdown
-14.65%
Sharpe
1.05
Sortino
0.87
Calmar
0.98
Win months
72.22%
Best / worst month
9.6% / -10.8%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.32% | 0.47% | -10.79% | 9.56% | 0.40% | 2.29% | 1.89% | 1.41% | – | – | – | – | 1.79% |
2025 | -4.36% | -6.86% | 6.00% | 3.02% | 3.56% | 3.30% | -1.76% | -1.30% | 1.42% | 3.72% | 0.67% | -0.43% | 6.39% |
2024 | 1.42% | 2.13% | 1.16% | 3.68% | 1.35% | 6.64% | 4.36% | 1.83% | 2.57% | -4.75% | 0.87% | -0.27% | 22.63% |
2023 | – | – | – | – | – | – | – | – | 1.88% | -2.62% | 6.86% | 6.03% | 12.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 14.65% | 12 mo |
| Dec_2025 | Mar_2026 | Aug_2026 | 12.83% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.62% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
13.45%
Downside deviation
16.33%