Strength
Return covers the worst drop
Calmar of 0.98 means annualised return more than clears the deepest peak-to-trough on this track.
Mowpl - Delphi 4C Advantage Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Motilal Oswal Wealth Limited
Age: 36 months
Trailing return from filed months
- 1Y
- 7.33%
- 3Y
- 14.29%
- 5Y
- Needs 60 months
- CAGR
- 14.29%
- Max DD
- -14.65%
- Calmar
- 0.98
- Track
- 36 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
14.29%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Often below a prior high
Roughly 58% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+72.2% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 72%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
49.28%
Annualised Return
14.29%
Hit Rate
72.22%
Maximum Drawdown
-14.65%
Annualised Volatility
13.64%
Sharpe Ratio
1.05
Sortino Ratio
0.87
Consistency Score
72.2%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 22.63%
- Worst Year Return P
- 1.79%
- Median Annual Return P
- 9.40%
- Average Monthly Return P
- 1.20%
- Geometric Mean Return P
- 1.12%
- Average Drawdown P
- -2.63%
- Median Drawdown P
- -1.17%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 7 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.98
- Return / Avg Drawdown P
- 5.43
- Ulcer Index P
- 4.51%
- Positive Rolling Periods % P
- 63.89%
- Return Stability Score P
- 25.40
- Return Persistence P
- -0.07
- Worst Rolling 12M Return P
- -1.94%
- Best Rolling 12M Return P
- 41.21%
- Maximum Monthly Loss P
- -10.79%
- Worst 3-Month Period P
- -12.45%
- Worst 6-Month Period P
- -12.45%
- Return Smoothness Index P
- 17.13
- Pain Adjusted Return P
- 5.43%
- Worst Case Investor Entry P
- -1.94%
- Capital Preservation Score P
- 85.35%
- Aggressiveness Score P
- 3.94%
- Recovery Efficiency P
- 0.98
- Downside Volatility R
- 11.35%
- Upside Volatility R
- 8.04%
- Time in Drawdown % R
- 58.33%
- VaR 95% R
- -5.28%
- VaR 99% R
- -7.96%
- CVaR 95% R
- -8.82%
- CVaR 99% R
- -10.79%
- Semi Variance R
- 0.0011
- Volatility of Drawdowns R
- 3.72%
- CAGR per Unit Drawdown R
- 0.98
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.79%
- Return Skewness C
- -0.76
- Return Kurtosis C
- 1.76
- Coefficient of Variation C
- 3.29
- Calmar Ratio C
- 0.98
- Sterling Ratio C
- 0.98
- Burke Ratio C
- 0.73
Filings
Month-end SEBI filings. Missing months stay blank.
MOWPL - Delphi 4C Advantage Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has MOWPL - Delphi 4C Advantage Portfolio performed?
- MOWPL - Delphi 4C Advantage Portfolio (Motilal Oswal Wealth Limited) shows CAGR 14.29% and max drawdown -14.65% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is MOWPL - Delphi 4C Advantage Portfolio CAGR / max drawdown?
- CAGR is 14.29%; max drawdown is -14.65%. We only publish CAGR when there are enough months (≥12 on this track of 36 months). Learn more
- Where do MOWPL - Delphi 4C Advantage Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite MOWPL - Delphi 4C Advantage Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more