- Manager
- Shriram Financial Services
- Service
- Discretionary
- Asset class
- Equity
Wealth Optimiser ( Aggressive Scheme)1
−15.45%
1-year return
Benchmark S and P CNX Nifty −8.09% · to 30 Sep 2026
Shriram Financial Services’ Wealth Optimiser ( Aggressive Scheme)1 returned −15.45% over the year to 30 Sep 2026, against −8.09% for its benchmark, the S and P CNX Nifty. It managed ₹0.51 crore across its clients.
Key numbers
- AUM
- ₹0.51 Cr
- Benchmark
- S and P CNX Nifty
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P CNX Nifty | Difference |
|---|---|---|---|
| 1 month | −4.69% | −6.06% | +1.37% |
| 3 months | −5.21% | −5.22% | +0.01% |
| 6 months | −3.31% | +1.29% | −4.60% |
| 1 year | −15.45% | −8.09% | −7.36% |
| 2 years | −12.33% | −6.38% | −5.95% |
| 3 years | −1.82% | +4.82% | −6.64% |
| 4 years | +2.20% | +7.25% | −5.05% |
| 5 years | −0.63% | +5.12% | −5.75% |
| Since inception | −1.12% | +9.57% | −10.69% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Flows and turnover
- Inflow, Sep 2026
- —
- Outflow, Sep 2026
- —
- Net, Sep 2026
- —
- Net, FY to date
- —
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth Optimiser ( Aggressive Scheme)1 returned?
−15.45% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.69%; 3 months: −5.21%; 6 months: −3.31%; 1 year: −15.45%; 2 years: −12.33%; 3 years: −1.82%; 4 years: 2.20%; 5 years: −0.63%; Since inception: −1.12%.
How has it done against its benchmark?
Its benchmark, the S and P CNX Nifty, returned −8.09% over the year, so the strategy was 7.36 percentage points behind.
How much does Wealth Optimiser ( Aggressive Scheme)1 manage?
₹0.51 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Wealth Optimiser ( Aggressive Scheme)1?
Shriram Financial Services, a SEBI-registered portfolio manager (INP000000829), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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