- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Equity
Capital Appreciation - Optimiser Mid and Small Cap Portfolio
+28.12%
1-year return
Benchmark NIFTY 50 INDEX TRI −7.09% · to 30 Sep 2026
Wealth Managers India’s Capital Appreciation - Optimiser Mid and Small Cap Portfolio returned 28.12% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 INDEX TRI. It managed ₹21.33 crore across its clients.
Key numbers
- AUM
- ₹21.33 Cr
- Benchmark
- NIFTY 50 INDEX TRI
- Turnover, past year
- 1.82×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 INDEX TRI | Difference |
|---|---|---|---|
| 1 month | −3.55% | −6.03% | +2.48% |
| 3 months | +2.99% | −4.91% | +7.90% |
| 6 months | +25.82% | +2.13% | +23.69% |
| 1 year | +28.12% | −7.09% | +35.21% |
| 2 years | +1.59% | −5.29% | +6.88% |
| 3 years | +16.66% | +6.06% | +10.60% |
| 4 years | +25.31% | +8.47% | +16.84% |
| Since inception | +20.63% | +6.80% | +13.83% |
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 equity94.53%₹20.16 Cr
- Unlisted equity4.11%₹0.88 Cr
- Cash and other1.36%₹0.29 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.30 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.30 Cr
- Net, FY to date
- ₹6.81 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 1.82×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capital Appreciation - Optimiser Mid and Small Cap Portfolio returned?
28.12% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.55%; 3 months: 2.99%; 6 months: 25.82%; 1 year: 28.12%; 2 years: 1.59%; 3 years: 16.66%; 4 years: 25.31%; Since inception: 20.63%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 INDEX TRI, returned −7.09% over the year, so the strategy was 35.21 percentage points ahead.
How much does Capital Appreciation - Optimiser Mid and Small Cap Portfolio manage?
₹21.33 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 - Optimiser Mid and Small Cap 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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