Delphi Conservative Portfolio is a debt portfolio management service (PMS) strategy run by Motilal Oswal Wealth Limited, launched on 5 Nov 2020. It manages ₹2.58 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.99% over 1 year, +6.31% over 3 years and +5.41% over 5 years (+5.22% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹2.58 Cr
3-year return
+6.31%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹2.58 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
05/11/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.42%
3 Months
+2.25%
1 Year
+4.99%
3 Years
+6.31%
5 Years
+5.41%
Since Inception
+5.22%
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.
Frequently asked questions about Delphi Conservative Portfolio
What are the returns of Delphi Conservative Portfolio?
Delphi Conservative Portfolio has a 1-year return of +4.99%, a 3-year return of +6.31%, a 5-year return of +5.41% and +5.22% since inception. Past performance is not indicative of future results.
What is the AUM of Delphi Conservative Portfolio?
Delphi Conservative Portfolio manages ₹2.58 Cr of client assets.
What is the minimum investment for Delphi Conservative Portfolio?
The minimum investment for Delphi Conservative Portfolio is ₹50 Lakhs.
When was Delphi Conservative Portfolio launched?
Delphi Conservative Portfolio was launched on 5 Nov 2020. It has a 5-year track record.