- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Equity
Capital Appreciation - Optimiser Small Cap Portfolio
+29.99%
1-year return
Benchmark NIFTY 50 INDEX TRI −7.09% · to 30 Sep 2026
Wealth Managers India’s Capital Appreciation - Optimiser Small Cap Portfolio returned 29.99% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 INDEX TRI. It managed ₹3.47 crore across its clients.
Key numbers
- AUM
- ₹3.47 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 | +0.69% | −6.03% | +6.72% |
| 3 months | +6.86% | −4.91% | +11.77% |
| 6 months | +37.82% | +2.13% | +35.69% |
| 1 year | +29.99% | −7.09% | +37.08% |
| 2 years | +8.18% | −5.29% | +13.47% |
| 3 years | +22.47% | +6.06% | +16.41% |
| 4 years | +33.27% | +8.47% | +24.80% |
| Since inception | +26.15% | +6.80% | +19.35% |
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 equity98.96%₹3.43 Cr
- Cash and other1.04%₹0.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.08 Cr
- Turnover, month
- 0.04×
- 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 Small Cap Portfolio returned?
29.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.69%; 3 months: 6.86%; 6 months: 37.82%; 1 year: 29.99%; 2 years: 8.18%; 3 years: 22.47%; 4 years: 33.27%; Since inception: 26.15%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 INDEX TRI, returned −7.09% over the year, so the strategy was 37.08 percentage points ahead.
How much does Capital Appreciation - Optimiser Small Cap Portfolio manage?
₹3.47 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 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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