Watch
Deep hole on the path
Max drawdown reached -26.8%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 24 months.
Capital Appreciation - Optimiser Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Wealth Managers India Private Limited
Age: 67 months
Trailing return from filed months
- 1Y
- -1.46%
- 3Y
- 17.13%
- 5Y
- 20.11%
- CAGR
- 22.88%
- Max DD
- -26.84%
- Calmar
- 0.85
- Track
- 67 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
34.54%
Rolling CAGR (5Y)
24.24%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Calendar year luck is real
Best year hit +56.9%. Worst calendar year was -4.7%. A +62% gap means the year you enter can dominate how the track feels.
Strength
Return covers the worst drop
Calmar of 0.85 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Often below a prior high
Roughly 65% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Most holding windows finished up
75% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
232.52%
Annualised Return
22.88%
Hit Rate
61.19%
Maximum Drawdown
-26.84%
Annualised Volatility
21.66%
Sharpe Ratio
1.14
Sortino Ratio
1.17
Consistency Score
61.5%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 56.90%
- Worst Year Return P
- -4.71%
- Median Annual Return P
- 22.40%
- Average Monthly Return P
- 2.06%
- Geometric Mean Return P
- 1.87%
- Average Drawdown P
- -5.59%
- Median Drawdown P
- -2.42%
- Max Drawdown Duration P
- 24 mo
- Average Drawdown Duration P
- 4 mo
- Return / Max Drawdown P
- 0.85
- Return / Avg Drawdown P
- 4.44
- Ulcer Index P
- 8.70%
- Positive Rolling Periods % P
- 75.38%
- Return Stability Score P
- 15.99
- Return Persistence P
- 0.08
- Worst Rolling 12M Return P
- -12.75%
- Best Rolling 12M Return P
- 117.30%
- Maximum Monthly Loss P
- -13.63%
- Worst 3-Month Period P
- -21.54%
- Worst 6-Month Period P
- -26.46%
- Return Smoothness Index P
- 11.68
- Pain Adjusted Return P
- 4.44%
- Worst Case Investor Entry P
- -12.75%
- Capital Preservation Score P
- 73.16%
- Aggressiveness Score P
- 6.25%
- Recovery Efficiency P
- 0.39
- Downside Volatility R
- 13.20%
- Upside Volatility R
- 13.82%
- Time in Drawdown % R
- 64.62%
- VaR 95% R
- -8.23%
- VaR 99% R
- -12.49%
- CVaR 95% R
- -12.34%
- CVaR 99% R
- -13.63%
- Semi Variance R
- 0.0015
- Volatility of Drawdowns R
- 6.58%
- CAGR per Unit Drawdown R
- 0.93
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -4.71%
- Return Skewness C
- -0.19
- Return Kurtosis C
- -0.02
- Coefficient of Variation C
- 3.04
- Calmar Ratio C
- 0.85
- Sterling Ratio C
- 0.93
- Burke Ratio C
- 0.69
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