Fractal Capital Investments Llp • Equity
FCI LLP Wealth Optimizer II is an equity portfolio management service (PMS) strategy run by Fractal Capital Investments Llp, launched on 4 Jun 2021. As of 30 Sep 2026, it manages ₹21.04 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.72% over 1 year, +21.72% over 3 years and +16.09% over 5 years (+16.51% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 12.52 percentage points ahead of its benchmark. Its 3-year return ranks 27th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr.Miten lathia & Mr.Sanjeev goswami.
Ranked nearby on 3-year return: Voyager (+22.31%), Ace Ten Trillion Opportunities (+21.84%), SVAN Investment Managers LLP - Velocity (+21.57%), Shade Value Fund (+21.43%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.17% |
| 3 Months | +1.14% |
| 1 Year | +11.72% |
| 3 Years | +21.72% |
| 5 Years | +16.09% |
| Since Inception | +16.51% |
| management fee | Fixed Fees: AMC Charge : 1% p.a. |
| exit load | 1st Year : 2% 2nd Year : 1% 3rd Year : 0.5% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callFCI LLP Wealth Optimizer II has a 1-year return of +11.72%, a 3-year return of +21.72%, a 5-year return of +16.09% and +16.51% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, FCI LLP Wealth Optimizer II returned +16.09% against +8.91% for the BSE 500 TRI, 7.18 percentage points ahead. Over 3 years it returned +21.72% against +9.20%; Over 1 year it returned +11.72% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, FCI LLP Wealth Optimizer II's 3-year return of +21.72% ranks 27th as of 30 Sep 2026.
FCI LLP Wealth Optimizer II is managed by Mr.Miten lathia & Mr.Sanjeev goswami at Fractal Capital Investments. The strategy manages ₹21.04 Cr of client assets as of 30 Sep 2026.
FCI LLP Wealth Optimizer II manages ₹21.04 Cr of client assets as of 30 Sep 2026.
The fee structure for FCI LLP Wealth Optimizer II includes: management fee: Fixed Fees: AMC Charge : 1% p.a.; exit load: 1st Year : 2% 2nd Year : 1% 3rd Year : 0.5%.
The minimum investment for FCI LLP Wealth Optimizer II is ₹50 Lakhs.
FCI LLP Wealth Optimizer II was launched on 4 Jun 2021. It has a 5-year track record.
Description
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