- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Equity
Capital Appreciation - Focused Leadership Portfolio
+10.89%
1-year return
Benchmark NIFTY 50 INDEX TRI −7.09% · to 30 Sep 2026
Wealth Managers India’s Capital Appreciation - Focused Leadership Portfolio returned 10.89% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 INDEX TRI. It managed ₹142 crore across its clients.
Key numbers
- AUM
- ₹142 Cr
- Benchmark
- NIFTY 50 INDEX TRI
- Turnover, past year
- 0.57×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 INDEX TRI | Difference |
|---|---|---|---|
| 1 month | −1.57% | −6.03% | +4.46% |
| 3 months | +7.14% | −4.91% | +12.05% |
| 6 months | +28.35% | +2.13% | +26.22% |
| 1 year | +10.89% | −7.09% | +17.98% |
| 2 years | +8.52% | −5.29% | +13.81% |
| 3 years | +12.86% | +6.06% | +6.80% |
| 4 years | +12.83% | +8.47% | +4.36% |
| 5 years | +8.33% | +6.37% | +1.96% |
| Since inception | +13.21% | +10.67% | +2.54% |
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.
Portfolio mix
- Listed equity99.20%₹141 Cr
- Cash and other0.80%₹1.14 Cr
- Mutual funds0.00%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.06 Cr
- Outflow, Sep 2026
- ₹0.29 Cr
- Net, Sep 2026
- −₹0.23 Cr
- Net, FY to date
- −₹0.05 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.57×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capital Appreciation - Focused Leadership Portfolio returned?
10.89% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.57%; 3 months: 7.14%; 6 months: 28.35%; 1 year: 10.89%; 2 years: 8.52%; 3 years: 12.86%; 4 years: 12.83%; 5 years: 8.33%; Since inception: 13.21%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 INDEX TRI, returned −7.09% over the year, so the strategy was 17.98 percentage points ahead.
How much does Capital Appreciation - Focused Leadership Portfolio manage?
₹142 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 Capital Appreciation - Focused Leadership Portfolio?
Wealth Managers India, a SEBI-registered portfolio manager (INP000001660), 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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