Strategy performance
Capital Appreciation - Optimiser Mid and Small Cap Portfolio
Wealth Managers India Private Limited · AUM ₹21.8 Cr · as of Sep 2026
Our read
₹100 grew to ₹251.2 since inception (+20.6% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −33.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+16.7%
+20.3% vs benchmark
Since inception
+20.6%
Max drawdown
−33.5%
Volatility
+25.0%
Peer position
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Performance
Capital Appreciation - Optimiser Mid and Small Cap Portfolio₹251.2Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.8% | +3.7% | −10.4% | +17.0% | +3.8% | +0.6% | +0.4% | +6.4% | −3.5% | +15.8% | |||
| 2025 | −14.7% | −12.5% | +12.9% | +1.6% | +3.1% | +5.3% | −3.3% | −5.6% | +0.7% | +4.5% | +4.3% | +1.4% | −5.4% |
| 2024 | +12.7% | −7.6% | −3.0% | +13.8% | +4.8% | +4.5% | +9.2% | −4.0% | −1.5% | −5.9% | −2.3% | +2.4% | +22.4% |
| 2023 | −2.7% | −8.2% | +2.3% | +10.2% | +2.1% | +7.4% | +13.3% | +7.7% | +11.0% | −4.9% | +13.2% | +9.9% | +77.1% |
| 2022 | +0.0% | −10.4% | +12.6% | −1.8% | −9.5% | −7.0% | +8.6% | +4.5% | +1.1% | +3.5% | +2.5% | −2.1% | −0.7% |
| 2021 | 0.0% | +6.5% | +6.5% |
Metrics
Tearsheet- 1M return
- −3.6%
- 3M return
- +3.0%
- 6M return
- +25.8%
- 1Y return
- +28.1%
- 2Y CAGR
- +1.6%
- 3Y CAGR
- +16.7%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +20.6%
- Total return
- +151.2%
- Average month
- +1.8%
- Median month
- +2.1%
- Average up month
- +6.2%
- Best month
- +17.0%
- Best rolling 12M
- +107.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Capital Appreciation - Optimiser Mid and Small Cap Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Optimiser Mid and Small Cap Portfolio performed?
- Capital Appreciation - Optimiser Mid and Small Cap Portfolio (Wealth Managers India Private Limited) shows CAGR 20.61% and max drawdown -33.51% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Capital Appreciation - Optimiser Mid and Small Cap Portfolio CAGR / max drawdown?
- CAGR is 20.61%; max drawdown is -33.51%. We only publish CAGR when there are enough months (≥12 on this track of 59 months). Learn more
- Where do Capital Appreciation - Optimiser Mid and Small Cap Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Capital Appreciation - Optimiser Mid and Small Cap Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more