Motilal Oswal Wealth PMS strategies
Motilal Oswal Wealth runs 6 portfolio management strategies listed with APMI, managing โน1,553 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Delphi 4C Advantage Portfolio | Equity | Mr. Sandipan Roy | โน851 Cr | +14.44% | +5.44 pts | โ | โน50 Lakhs | Aug 2026 |
| Delphi Alpha Strategist Advantage Portfolio | Multi Asset | โ | โน564 Cr | +19.43% | โ | โ | โน50 Lakhs | โ |
| Delphi All Weather Strategy | Multi Asset | โ | โน69.89 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Delphi Alpha Edge Discretionary PMS | โ | Sandipan Roy | โน38.31 Cr | โ | โ | โ | โน50 Lakhs | Aug 2026 |
| Structured Products | Debt | โ | โน27.33 Cr | +9.58% | โ | โ | โน50 Lakhs | โ |
| Delphi Conservative Portfolio | Debt | โ | โน2.58 Cr | +6.31% | โ | โ | โน50 Lakhs | โ |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ" means the figure isn't reported. Past returns don't predict future returns.
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