- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Equity
Capital Appreciation - Optimiser Portfolio
−1.44%
1-year return
Benchmark NIFTY 50 INDEX TRI −7.09% · to 30 Sep 2026
Wealth Managers India’s Capital Appreciation - Optimiser Portfolio returned −1.44% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 INDEX TRI. It managed ₹222 crore across its clients.
Key numbers
- AUM
- ₹222 Cr
- Benchmark
- NIFTY 50 INDEX TRI
- Turnover, past year
- 1.56×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 INDEX TRI | Difference |
|---|---|---|---|
| 1 month | −7.70% | −6.03% | −1.67% |
| 3 months | −2.76% | −4.91% | +2.15% |
| 6 months | +7.70% | +2.13% | +5.57% |
| 1 year | −1.44% | −7.09% | +5.65% |
| 2 years | −6.94% | −5.29% | −1.65% |
| 3 years | +15.63% | +6.06% | +9.57% |
| 4 years | +21.05% | +8.47% | +12.58% |
| 5 years | +17.91% | +6.37% | +11.54% |
| Since inception | +22.78% | +9.48% | +13.30% |
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 equity98.71%₹219 Cr
- Cash and other1.29%₹2.85 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.31 Cr
- Outflow, Sep 2026
- ₹1.56 Cr
- Net, Sep 2026
- ₹1.75 Cr
- Net, FY to date
- ₹10.34 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 1.56×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capital Appreciation - Optimiser Portfolio returned?
−1.44% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.70%; 3 months: −2.76%; 6 months: 7.70%; 1 year: −1.44%; 2 years: −6.94%; 3 years: 15.63%; 4 years: 21.05%; 5 years: 17.91%; Since inception: 22.78%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 INDEX TRI, returned −7.09% over the year, so the strategy was 5.65 percentage points ahead.
How much does Capital Appreciation - Optimiser Portfolio manage?
₹222 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 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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