Motilal Oswal Wealth Limited • Equity
Delphi 4C Advantage Portfolio is an equity portfolio management service (PMS) strategy run by Motilal Oswal Wealth Limited, launched on 6 Nov 2020. As of 30 Sep 2026, it manages ₹831 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.00% over 1 year, +11.91% over 3 years and +10.64% over 5 years (+13.56% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.85 percentage points ahead of its benchmark. Its 3-year return ranks 59th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Sandipan Roy.
Ranked nearby on 3-year return: Prudent Focused PMS (+12.07%), Ambit CALIBER H Portfolio (+12.00%), Evergreen (+11.88%), Sterling Portfolio- Aggressive Portfolio (+11.87%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.56% |
| 3 Months | -1.37% |
| 1 Year | +1.00% |
| 3 Years | +11.91% |
| 5 Years | +10.64% |
| Since Inception | +13.56% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callDelphi 4C Advantage Portfolio has a 1-year return of +1.00%, a 3-year return of +11.91%, a 5-year return of +10.64% and +13.56% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Delphi 4C Advantage Portfolio returned +10.64% against +6.38% for the Nifty 50 TRI, 4.26 percentage points ahead. Over 3 years it returned +11.91% against +6.06%; Over 1 year it returned +1.00% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Delphi 4C Advantage Portfolio's 3-year return of +11.91% ranks 59th as of 30 Sep 2026.
Delphi 4C Advantage Portfolio is managed by Mr. Sandipan Roy at Motilal Oswal Wealth. The strategy manages ₹831 Cr of client assets as of 30 Sep 2026.
Delphi 4C Advantage Portfolio manages ₹831 Cr of client assets as of 30 Sep 2026.
The minimum investment for Delphi 4C Advantage Portfolio is ₹50 Lakhs.
Delphi 4C Advantage Portfolio was launched on 6 Nov 2020. It has a 5-year track record.
Description
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