Strategy performance
Capital Appreciation - Focused Leadership Portfolio
Wealth Managers India Private Limited · AUM ₹145 Cr · as of Sep 2026
Our read
₹100 grew to ₹220.0 since inception (+15.2% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −17.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.3%
+5.4% vs benchmark
Since inception
+15.2%
Max drawdown
−17.4%
Volatility
+16.1%
Peer position
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Performance
Capital Appreciation - Focused Leadership Portfolio₹220.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.2% | +2.6% | −13.3% | +13.9% | −1.0% | +6.3% | +3.9% | +4.8% | −1.6% | +9.4% | |||
| 2025 | −2.6% | −7.7% | +6.2% | +1.3% | +6.1% | +5.9% | +0.7% | −2.8% | +4.8% | +3.3% | −0.8% | −1.1% | +13.0% |
| 2024 | −2.0% | +1.5% | +1.2% | +5.4% | −0.7% | +3.9% | +4.9% | +1.1% | −0.5% | −2.7% | +2.0% | −4.1% | +10.1% |
| 2023 | −3.7% | −3.7% | −0.6% | +5.3% | +1.7% | +5.6% | +4.7% | −0.6% | +3.6% | −2.3% | +3.1% | +6.1% | +20.0% |
| 2022 | −1.9% | −4.0% | +4.1% | −0.6% | −6.4% | −8.2% | +12.9% | +5.8% | −2.8% | +2.1% | +3.9% | −1.5% | +1.7% |
| 2021 | +4.5% | +1.7% | +4.7% | +6.9% | +4.8% | +7.1% | +0.7% | −2.5% | −0.3% | +1.3% | +32.5% |
Metrics
Tearsheet- 1M return
- −1.6%
- 3M return
- +7.1%
- 6M return
- +28.4%
- 1Y return
- +10.9%
- 2Y CAGR
- +8.5%
- 3Y CAGR
- +13.3%
- 5Y CAGR
- +10.4%
- Since-inception CAGR
- +15.2%
- Total return
- +120.0%
- Average month
- +1.3%
- Median month
- +1.3%
- Average up month
- +4.4%
- Best month
- +13.9%
- Best rolling 12M
- +31.2%
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 - Focused Leadership Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Focused Leadership Portfolio performed?
- Capital Appreciation - Focused Leadership Portfolio (Wealth Managers India Private Limited) shows CAGR 15.17% and max drawdown -17.45% 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 - Focused Leadership Portfolio CAGR / max drawdown?
- CAGR is 15.17%; max drawdown is -17.45%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Capital Appreciation - Focused Leadership 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 - Focused Leadership 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