Strategy performance
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1
WAY2WEALTH BROKERS PRIVATE Limited. · AUM Not reported · as of Jun 2026
Our read
₹100 grew to ₹128.7 since inception (+4.8% CAGR), behind its filed benchmark on the same window, with a max drawdown of −22.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+2.4%
−10.2% vs benchmark
Since inception
+4.8%
Max drawdown
−22.3%
Volatility
+13.9%
Peer position
Loading peer ranks…
Performance
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1₹128.7Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.7% | −5.1% | −8.4% | +4.6% | −3.8% | +1.4% | −16.4% | ||||||
| 2025 | −2.8% | −6.3% | +3.4% | +5.5% | +2.5% | +4.0% | −2.7% | −1.6% | +0.2% | +0.2% | +1.6% | −0.4% | +3.1% |
| 2024 | +0.5% | −0.4% | −1.4% | +2.0% | +9.9% | +2.9% | +0.2% | +0.5% | −5.5% | +0.3% | −3.0% | +5.3% | |
| 2023 | −2.2% | −1.4% | −0.7% | +3.4% | +1.8% | +3.9% | +1.0% | +1.1% | −0.3% | −3.5% | +8.9% | +6.2% | +19.1% |
| 2022 | −1.3% | −4.3% | +5.8% | −3.3% | −4.0% | −3.2% | +4.8% | +4.1% | −5.9% | +6.3% | +5.9% | −4.7% | −1.2% |
| 2021 | +7.8% | −1.1% | −0.7% | +5.8% | +0.8% | −1.1% | +5.6% | +3.4% | −0.6% | −3.3% | +2.7% | +20.4% |
Metrics
Tearsheet- 1M return
- +1.4%
- 3M return
- +2.0%
- 6M return
- −16.4%
- 1Y return
- −18.7%
- 2Y CAGR
- −9.4%
- 3Y CAGR
- +2.4%
- 5Y CAGR
- +2.8%
- Since-inception CAGR
- +4.8%
- Total return
- +28.7%
- Average month
- +0.5%
- Median month
- +0.2%
- Average up month
- +3.5%
- Best month
- +9.9%
- Best rolling 12M
- +30.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 performed?
- WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR 4.84% and max drawdown -22.28% 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 WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 CAGR / max drawdown?
- CAGR is 4.84%; max drawdown is -22.28%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 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 WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1?
- 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