- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Hybrid
Capital Appreciation Real Assets Portfolio
+18.47%
1-year return
Benchmark NIFTY 50 Hybrid Composite Debt 50:50 Index TRI −2.65% · to 30 Sep 2026
Wealth Managers India’s Capital Appreciation Real Assets Portfolio returned 18.47% over the year to 30 Sep 2026, against −2.65% for its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index TRI. It managed ₹2.04 crore across its clients.
Key numbers
- AUM
- ₹2.04 Cr
- Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index TRI
- Turnover, past year
- 0.69×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 Hybrid Composite Debt 50:50 Index TRI | Difference |
|---|---|---|---|
| 1 month | −1.07% | −3.31% | +2.24% |
| 3 months | +3.41% | −3.02% | +6.43% |
| 6 months | +8.39% | +1.94% | +6.45% |
| 1 year | +18.47% | −2.65% | +21.12% |
| 2 years | +24.49% | −0.59% | +25.08% |
| Since inception | +21.23% | +4.37% | +16.86% |
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 equity85.23%₹1.74 Cr
- Mutual funds11.89%₹0.24 Cr
- Cash and other2.89%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.03 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.69×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capital Appreciation Real Assets Portfolio returned?
18.47% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.07%; 3 months: 3.41%; 6 months: 8.39%; 1 year: 18.47%; 2 years: 24.49%; Since inception: 21.23%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index TRI, returned −2.65% over the year, so the strategy was 21.12 percentage points ahead.
How much does Capital Appreciation Real Assets Portfolio manage?
₹2.04 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 Real Assets 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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