Strategy performance
FCI LLP WEALTH OPTIMIZER II
Fractal Capital Investments LLP · AUM ₹20.3 Cr · as of Sep 2026
Our read
₹100 grew to ₹211.3 since inception (+18.1% CAGR), with a max drawdown of −8.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+21.7%
Since inception
+18.1%
Max drawdown
−8.8%
Volatility
+11.0%
Peer position
Loading peer ranks…
Performance
FCI LLP WEALTH OPTIMIZER II₹211.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.9% | −0.1% | −7.3% | +4.0% | +1.9% | −3.3% | +1.2% | +3.2% | −3.2% | +2.5% | |||
| 2025 | +1.3% | −2.0% | +4.5% | +3.3% | +1.7% | +1.8% | +0.6% | +1.5% | +6.0% | +3.5% | +2.5% | +2.7% | +30.7% |
| 2024 | +1.3% | +1.1% | +1.7% | +4.9% | +1.3% | +5.3% | +2.9% | +1.2% | +2.1% | −0.5% | −0.3% | −0.8% | +22.0% |
| 2023 | −2.4% | −1.3% | −0.3% | +4.2% | +4.0% | +4.4% | +3.6% | −0.0% | 0.0% | −2.1% | +6.2% | +6.1% | +24.1% |
| 2022 | −0.8% | −3.6% | −4.7% | +8.6% | +4.0% | −2.5% | +3.8% | +2.6% | −2.6% | +4.1% |
Metrics
Tearsheet- 1M return
- −3.2%
- 3M return
- +1.1%
- 6M return
- +3.7%
- 1Y return
- +11.7%
- 2Y CAGR
- +14.8%
- 3Y CAGR
- +21.7%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +18.1%
- Total return
- +111.3%
- Average month
- +1.4%
- Median month
- +1.6%
- Average up month
- +3.3%
- Best month
- +8.6%
- Best rolling 12M
- +40.6%
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.
FCI LLP WEALTH OPTIMIZER II performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has FCI LLP WEALTH OPTIMIZER II performed?
- FCI LLP WEALTH OPTIMIZER II (Fractal Capital Investments LLP) shows CAGR 18.09% and max drawdown -8.82% 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 FCI LLP WEALTH OPTIMIZER II CAGR / max drawdown?
- CAGR is 18.09%; max drawdown is -8.82%. We only publish CAGR when there are enough months (≥12 on this track of 54 months). Learn more
- Where do FCI LLP WEALTH OPTIMIZER II 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 FCI LLP WEALTH OPTIMIZER II?
- 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