- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Equity
Capital Appreciation - Select Direct - Asset Allocation Portfolio
+3.19%
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 - Select Direct - Asset Allocation Portfolio returned 3.19% 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 ₹205 crore across its clients.
Key numbers
- AUM
- ₹205 Cr
- Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index TRI
- Turnover, past year
- 0.05×
- 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 | −1.62% | −3.31% | +1.69% |
| 3 months | −0.88% | −3.02% | +2.14% |
| 6 months | +5.20% | +1.94% | +3.26% |
| 1 year | +3.19% | −2.65% | +5.84% |
| 2 years | +3.45% | −0.59% | +4.04% |
| 3 years | +8.41% | +6.04% | +2.37% |
| 4 years | +9.25% | +7.47% | +1.78% |
| 5 years | +6.95% | +5.96% | +0.99% |
| Since inception | +9.39% | +9.06% | +0.33% |
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
- Mutual funds100.01%₹205 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹6.70 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.05×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capital Appreciation - Select Direct - Asset Allocation Portfolio returned?
3.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.62%; 3 months: −0.88%; 6 months: 5.20%; 1 year: 3.19%; 2 years: 3.45%; 3 years: 8.41%; 4 years: 9.25%; 5 years: 6.95%; Since inception: 9.39%.
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 5.84 percentage points ahead.
How much does Capital Appreciation - Select Direct - Asset Allocation Portfolio manage?
₹205 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 - Select Direct - Asset Allocation 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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