Strategy performance
Capital Appreciation - Select Direct Growth Portfolio
Wealth Managers India Private Limited · AUM ₹146 Cr · as of Sep 2026
Our read
₹100 grew to ₹216.8 since inception (+15.4% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −15.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+14.2%
+6.6% vs benchmark
Since inception
+15.4%
Max drawdown
−15.0%
Volatility
+12.6%
Peer position
Loading peer ranks…
Performance
Capital Appreciation - Select Direct Growth Portfolio₹216.8Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.6% | +0.5% | −10.6% | +9.8% | +1.4% | +1.3% | +2.8% | +1.1% | −5.0% | −0.6% | |||
| 2025 | −2.0% | −5.7% | +5.0% | +2.9% | +3.6% | +3.5% | −1.2% | −0.2% | +2.1% | +3.4% | +2.0% | +0.3% | +14.0% |
| 2024 | +2.2% | +2.8% | +0.7% | +3.6% | +1.6% | +4.9% | +4.9% | +1.0% | +2.3% | −5.3% | −0.5% | −2.4% | +16.5% |
| 2023 | −0.6% | −1.8% | +0.2% | +4.7% | +2.8% | +4.1% | +4.9% | −0.9% | +2.1% | −2.1% | +7.8% | +7.0% | +31.4% |
| 2022 | −0.9% | −4.3% | +3.0% | −1.1% | −2.6% | −4.7% | +9.3% | +3.3% | −2.9% | +3.6% | +3.3% | −1.6% | +3.6% |
| 2021 | +7.0% | +1.7% | +4.1% | +1.9% | +3.1% | +1.6% | −1.9% | +1.8% | +20.7% |
Metrics
Tearsheet- 1M return
- −5.0%
- 3M return
- −1.3%
- 6M return
- +11.3%
- 1Y return
- +5.2%
- 2Y CAGR
- +2.1%
- 3Y CAGR
- +14.2%
- 5Y CAGR
- +12.8%
- Since-inception CAGR
- +15.4%
- Total return
- +116.8%
- Average month
- +1.3%
- Median month
- +1.7%
- Average up month
- +3.3%
- Best month
- +9.8%
- Best rolling 12M
- +42.9%
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 Growth Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Select Direct Growth Portfolio performed?
- Capital Appreciation - Select Direct Growth Portfolio (Wealth Managers India Private Limited) shows CAGR 15.36% and max drawdown -15.05% 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 Growth Portfolio CAGR / max drawdown?
- CAGR is 15.36%; max drawdown is -15.05%. We only publish CAGR when there are enough months (≥12 on this track of 65 months). Learn more
- Where do Capital Appreciation - Select Direct Growth 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 Growth 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