Strategy performance
Capital Appreciation - Optimiser Portfolio
Wealth Managers India Private Limited · AUM ₹239 Cr · as of Sep 2026
Our read
₹100 grew to ₹315.9 since inception (+22.9% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −26.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+17.1%
+17.7% vs benchmark
Since inception
+22.9%
Max drawdown
−26.8%
Volatility
+21.7%
Peer position
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Performance
Capital Appreciation - Optimiser Portfolio₹315.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.8% | +3.5% | −13.6% | +10.2% | +2.2% | −1.6% | +2.4% | +2.9% | −7.7% | −4.5% | |||
| 2025 | −12.4% | −11.0% | +7.4% | +3.3% | +7.0% | +6.5% | −4.0% | −2.1% | −0.2% | +3.1% | +3.0% | −2.9% | −4.7% |
| 2024 | +12.7% | −1.6% | +1.4% | +7.4% | +7.9% | +9.0% | +11.3% | −0.5% | −0.8% | −7.5% | +2.2% | +0.6% | +48.2% |
| 2023 | −5.7% | −5.4% | +1.8% | +6.0% | +6.0% | +5.5% | +5.9% | −0.2% | +15.7% | −7.3% | +12.1% | +14.6% | +56.9% |
| 2022 | +0.8% | −2.4% | +5.5% | −3.5% | −5.2% | −5.6% | +8.4% | +8.8% | −2.4% | +9.4% | +1.4% | −0.0% | +14.5% |
| 2021 | +0.3% | +1.0% | +9.1% | −1.6% | +6.5% | +2.1% | +6.8% | +3.4% | −3.8% | +3.6% | +30.3% |
Metrics
Tearsheet- 1M return
- −7.7%
- 3M return
- −2.8%
- 6M return
- +7.7%
- 1Y return
- −1.5%
- 2Y CAGR
- −7.0%
- 3Y CAGR
- +17.1%
- 5Y CAGR
- +20.1%
- Since-inception CAGR
- +22.9%
- Total return
- +215.9%
- Average month
- +1.9%
- Median month
- +2.1%
- Average up month
- +5.8%
- Best month
- +15.7%
- Best rolling 12M
- +117.3%
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 Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Optimiser Portfolio performed?
- Capital Appreciation - Optimiser Portfolio (Wealth Managers India Private Limited) shows CAGR 22.88% and max drawdown -26.84% 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 Portfolio CAGR / max drawdown?
- CAGR is 22.88%; max drawdown is -26.84%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Capital Appreciation - Optimiser 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 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