Motilal Oswal Wealth Limited • Multi Asset
Delphi Alpha Strategist Advantage Portfolio is a multi asset portfolio management service (PMS) strategy run by Motilal Oswal Wealth Limited, launched on 6 Nov 2020. It manages ₹564 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +25.90% over 1 year, +19.43% over 3 years and +14.46% over 5 years (+14.29% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
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 | +5.76% |
| 3 Months | +9.15% |
| 1 Year | +25.90% |
| 3 Years | +19.43% |
| 5 Years | +14.46% |
| Since Inception | +14.29% |
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 Alpha Strategist Advantage Portfolio has a 1-year return of +25.90%, a 3-year return of +19.43%, a 5-year return of +14.46% and +14.29% since inception. Past performance is not indicative of future results.
Delphi Alpha Strategist Advantage Portfolio manages ₹564 Cr of client assets.
The minimum investment for Delphi Alpha Strategist Advantage Portfolio is ₹50 Lakhs.
Delphi Alpha Strategist Advantage Portfolio was launched on 6 Nov 2020. It has a 5-year track record.
Description
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