Strategy performance
Capital Appreciation Real Assets Portfolio
Wealth Managers India Private Limited · AUM ₹2.06 Cr · as of Sep 2026
Our read
₹100 grew to ₹168.9 since inception (+21.7% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −6.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+17.2% vs benchmark
Since inception
+21.7%
Max drawdown
−6.1%
Volatility
+8.8%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Capital Appreciation Real Assets Portfolio₹168.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.1% | −1.2% | −5.0% | +2.8% | +2.1% | −0.2% | +2.1% | +2.4% | −1.1% | +8.9% | |||
| 2025 | +2.9% | +0.8% | +0.8% | +2.5% | +2.7% | +4.4% | +2.3% | +4.2% | +7.9% | +4.0% | +1.4% | +3.2% | +43.7% |
| 2024 | +0.5% | +0.5% | +1.9% | +1.2% | +0.2% | +0.0% | +1.6% | +2.7% | +3.3% | −2.2% | −1.9% | +7.9% |
Metrics
Tearsheet- 1M return
- −1.1%
- 3M return
- +3.4%
- 6M return
- +8.4%
- 1Y return
- +18.5%
- 2Y CAGR
- +24.5%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +21.7%
- Total return
- +68.9%
- Average month
- +1.7%
- Median month
- +2.0%
- Average up month
- +2.5%
- Best month
- +7.9%
- Best rolling 12M
- +49.6%
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 Real Assets Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation Real Assets Portfolio performed?
- Capital Appreciation Real Assets Portfolio (Wealth Managers India Private Limited) shows CAGR 21.71% and max drawdown -6.13% 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 Real Assets Portfolio CAGR / max drawdown?
- CAGR is 21.71%; max drawdown is -6.13%. We only publish CAGR when there are enough months (≥12 on this track of 32 months). Learn more
- Where do Capital Appreciation Real Assets 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 Real Assets 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