Know Your PMS · Monthly tearsheet
MOWPL - Delphi Alpha Strategist 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: NSE Multi Asset Index 2BM: NIFTYMULTIASSET
CAGR
18.94%
Total return
68.26%
Max drawdown
-5.88%
Sharpe
2.38
Sortino
1.99
Calmar
3.22
Win months
83.33%
Best / worst month
5.8% / -5.9%
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 | 5.57% | 0.76% | -5.88% | 5.76% | 2.64% | -2.67% | 0.92% | 2.92% | – | – | – | – | 9.87% |
2025 | 1.46% | -1.37% | 1.14% | 2.28% | 2.96% | 1.74% | 1.29% | 1.21% | 4.38% | 2.92% | 1.69% | 1.37% | 23.10% |
2024 | 0.82% | 1.90% | 2.58% | 2.09% | 1.86% | 2.15% | 0.94% | 1.74% | 2.08% | -0.43% | 0.85% | -0.73% | 16.98% |
2023 | – | – | – | – | – | – | – | – | -1.05% | 0.33% | 4.11% | 2.89% | 6.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | May_2026 | 5.88% | 2 mo |
| Jun_2026 | Jun_2026 | Aug_2026 | 2.67% | 2 mo |
| Feb_2025 | Feb_2025 | Apr_2025 | 1.37% | 2 mo |
| Sep_2023 | Sep_2023 | Nov_2023 | 1.05% | 2 mo |
| Dec_2024 | Dec_2024 | Jan_2025 | 0.73% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
1 mo
Ann. volatility
7.34%
Downside deviation
9.53%