- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Equity
Capital Appreciation - Select Direct Growth Portfolio
+5.21%
1-year return
Benchmark NIFTY 50 INDEX TRI −7.09% · to 30 Sep 2026
Wealth Managers India’s Capital Appreciation - Select Direct Growth Portfolio returned 5.21% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 INDEX TRI. It managed ₹139 crore across its clients.
Key numbers
- AUM
- ₹139 Cr
- Benchmark
- NIFTY 50 INDEX TRI
- Turnover, past year
- 0.25×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 INDEX TRI | Difference |
|---|---|---|---|
| 1 month | −5.02% | −6.03% | +1.01% |
| 3 months | −1.29% | −4.91% | +3.62% |
| 6 months | +11.31% | +2.13% | +9.18% |
| 1 year | +5.21% | −7.09% | +12.30% |
| 2 years | +2.09% | −5.29% | +7.38% |
| 3 years | +14.21% | +6.06% | +8.15% |
| 4 years | +16.46% | +8.47% | +7.99% |
| 5 years | +12.50% | +6.37% | +6.13% |
| Since inception | +16.51% | +10.76% | +5.75% |
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 funds99.93%₹139 Cr
- Cash and other0.07%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.03 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹1.01 Cr
- Net, FY to date
- ₹13.13 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.25×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capital Appreciation - Select Direct Growth Portfolio returned?
5.21% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.02%; 3 months: −1.29%; 6 months: 11.31%; 1 year: 5.21%; 2 years: 2.09%; 3 years: 14.21%; 4 years: 16.46%; 5 years: 12.50%; Since inception: 16.51%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 INDEX TRI, returned −7.09% over the year, so the strategy was 12.30 percentage points ahead.
How much does Capital Appreciation - Select Direct Growth Portfolio manage?
₹139 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 Growth 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app