Motilal Oswal Wealth Limited

Equity, Multi Asset, Debt · 7 investment approaches

Total AUM

₹1.5K Cr

Years Active

6.1

AUM Change (3M)

+4.4%

AUM Change (1Y)

+15.4%

Min Investment

₹50L

Schemes

7

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Delphi Alpha Strategist Advantage Portfolio	Multi Asset	₹560 Cr	-2.23%	+13.97%	+18.46%	+13.49%	0.97
Structured Products	Debt	₹27 Cr	+0.82%	+10.89%	+9.58%	+8.74%	2.13
DELPHI ALL WEATHER STRATEGY	Multi Asset	₹82 Cr	-2.54%	+7.12%	-	+9.18%	0.32
DELPHI CONSERVATIVE PORTFOLIO	Debt	₹2 Cr	+0.16%	+4.58%	+6.09%	+5.15%	-
DELPHI 4C ADVANTAGE PORTFOLIO	Equity	₹831 Cr	-4.56%	+1.00%	+11.91%	+13.56%	0.67
DELPHI ALPHA EDGE DISCRETIONARY PMS	Equity	₹25 Cr	-3.21%	-	-	+1.68%	-
Delphi Opportunities Portfolio	Equity	₹14 Cr	-	-	-	-0.91%	-

Delphi Alpha Strategist Advantage Portfolio

Structured Products

DELPHI ALL WEATHER STRATEGY

DELPHI CONSERVATIVE PORTFOLIO

DELPHI 4C ADVANTAGE PORTFOLIO

DELPHI ALPHA EDGE DISCRETIONARY PMS

Delphi Opportunities Portfolio