Wealth Managers (India) Pvt. Ltd. • Equity
Optimiser Mid & small Cap is an equity portfolio management service (PMS) strategy run by Wealth Managers (India) Pvt. Ltd., launched on 25 Nov 2021. As of 30 Sep 2026, it manages ₹21.33 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +28.12% over 1 year and +16.66% over 3 years (+20.63% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 10.60 percentage points ahead of its benchmark. Its 3-year return ranks 16th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mandar Bagul.
Ranked nearby on 3-year return: Ohm Absolute (+17.18%), Ohm Growth (+17.06%), DMZ Partners Inheritors Strategy (+16.20%), Growth (+15.77%).
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 | -3.55% |
| 3 Months | +2.99% |
| 1 Year | +28.12% |
| 3 Years | +16.66% |
| Since Inception | +20.63% |
| exit load | NIL |
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 callOptimiser Mid & small Cap has a 1-year return of +28.12%, a 3-year return of +16.66% and +20.63% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Optimiser Mid & small Cap returned +16.66% against +6.06% for the Nifty 50 TRI, 10.60 percentage points ahead. Over 1 year it returned +28.12% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Optimiser Mid & small Cap's 3-year return of +16.66% ranks 16th as of 30 Sep 2026.
Optimiser Mid & small Cap is managed by Mandar Bagul at Wealth Managers. The strategy manages ₹21.33 Cr of client assets as of 30 Sep 2026.
Optimiser Mid & small Cap manages ₹21.33 Cr of client assets as of 30 Sep 2026.
The fee structure for Optimiser Mid & small Cap includes: exit load: NIL.
The minimum investment for Optimiser Mid & small Cap is ₹50 Lakhs.
Optimiser Mid & small Cap was launched on 25 Nov 2021. It has a 4-year track record.
Description
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