Motilal Oswal Wealth Limited — PMS strategies

Motilal Oswal Wealth Limited is a SEBI-registered portfolio manager running 8 strategies in our tracker, holding ₹7,296 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 8 strategies from Motilal Oswal Wealth Limited

• DELPHI ALPHA STRATEGIST NDPMSHybrid₹4,974 CrAUM11.2%3Y
• DELPHI 4C ADVANTAGE PORTFOLIO₹790 CrAUM14.8%3Y
• DELPHI ALPHA EDGE PMS₹635 CrAUM—3Y
• Delphi Alpha Strategist Advantage PortfolioHybrid₹562 CrAUM18.4%3Y
• DELPHI INCOME SHIELDHybrid₹238 CrAUM—3Y
• DELPHI ALL WEATHER STRATEGYHybrid₹75 CrAUM—3Y
• DELPHI ALPHA EDGE DISCRETIONARY PMS₹20 CrAUM—3Y
• DELPHI CONSERVATIVE PORTFOLIOHybrid₹2 CrAUM6.3%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.