Strategy performance
Capital Appreciation - Select Direct - Asset Allocation Portfolio
Wealth Managers India Private Limited · AUM ₹209 Cr · as of Sep 2026
Our read
₹100 grew to ₹156.0 since inception (+8.7% CAGR), behind its filed benchmark on the same window, with a max drawdown of −6.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.4%
−1.8% vs benchmark
Since inception
+8.7%
Max drawdown
−6.5%
Volatility
+5.5%
Peer position
Loading peer ranks…
Performance
Capital Appreciation - Select Direct - Asset Allocation Portfolio₹156.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.7% | +0.7% | −4.2% | +0.3% | +2.0% | +0.7% | +0.0% | −1.6% | −2.8% | ||||
| 2025 | −0.2% | −2.0% | +2.5% | +1.6% | +1.3% | +1.2% | −0.2% | −0.4% | +0.9% | +1.7% | +0.8% | −0.1% | +7.2% |
| 2024 | +1.1% | +1.4% | +0.7% | +1.3% | +1.1% | +2.6% | +2.3% | +0.7% | +1.4% | −1.5% | +0.2% | +0.1% | +12.0% |
| 2023 | −0.1% | −0.1% | +0.2% | +2.7% | +1.6% | +1.5% | +1.5% | +0.1% | +1.1% | −0.7% | +2.9% | +2.9% | +14.4% |
| 2022 | −0.3% | −3.3% | +0.5% | −0.8% | −1.7% | −1.0% | +3.2% | +1.8% | −1.3% | +1.5% | +2.0% | −0.6% | −0.2% |
| 2021 | +4.7% | +1.9% | +3.1% | +2.4% | +2.4% | +1.1% | −1.4% | +1.8% | +17.2% |
Metrics
Tearsheet- 1M return
- −1.6%
- 3M return
- −0.9%
- 6M return
- −2.8%
- 1Y return
- +0.4%
- 2Y CAGR
- +2.2%
- 3Y CAGR
- +7.4%
- 5Y CAGR
- +6.7%
- Since-inception CAGR
- +8.7%
- Total return
- +56.0%
- Average month
- +0.7%
- Median month
- +0.8%
- Average up month
- +1.5%
- Best month
- +4.7%
- Best rolling 12M
- +19.2%
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 - Select Direct - Asset Allocation Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Select Direct - Asset Allocation Portfolio performed?
- Capital Appreciation - Select Direct - Asset Allocation Portfolio (Wealth Managers India Private Limited) shows CAGR 8.69% and max drawdown -6.49% 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 - Select Direct - Asset Allocation Portfolio CAGR / max drawdown?
- CAGR is 8.69%; max drawdown is -6.49%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do Capital Appreciation - Select Direct - Asset Allocation 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 - Select Direct - Asset Allocation 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