- Manager
- Wealth Managers India
- Service
- Discretionary
- Asset class
- Equity
Capital Appreciation Select Large Cap Portfolio
+5.01%
1-year return
Benchmark NIFTY 50 INDEX TRI −7.09% · to 30 Sep 2026
Wealth Managers India’s Capital Appreciation Select Large Cap Portfolio returned 5.01% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 INDEX TRI. It managed ₹26.24 crore across its clients.
Key numbers
- AUM
- ₹26.24 Cr
- Benchmark
- NIFTY 50 INDEX TRI
- Turnover, past year
- 0.14×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 INDEX TRI | Difference |
|---|---|---|---|
| 1 month | −6.58% | −6.03% | −0.55% |
| 3 months | −4.30% | −4.91% | +0.61% |
| 6 months | +11.42% | +2.13% | +9.29% |
| 1 year | +5.01% | −7.09% | +12.10% |
| 2 years | −1.65% | −5.29% | +3.64% |
| Since inception | +9.08% | +2.89% | +6.19% |
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 equity99.16%₹26.02 Cr
- Cash and other0.84%₹0.22 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.12 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Capital Appreciation Select Large Cap Portfolio returned?
5.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.58%; 3 months: −4.30%; 6 months: 11.42%; 1 year: 5.01%; 2 years: −1.65%; Since inception: 9.08%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 INDEX TRI, returned −7.09% over the year, so the strategy was 12.10 percentage points ahead.
How much does Capital Appreciation Select Large Cap Portfolio manage?
₹26.24 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 Large 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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