Wealth Managers (India) Pvt. Ltd. • Equity
Optimiser 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 ₹3.47 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +29.99% over 1 year and +22.47% over 3 years (+26.15% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 16.41 percentage points ahead of its benchmark. Its 3-year return ranks 7th 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: Aequitas India Opportunities Product (+23.75%), Sanctum Global Allocator (+22.95%), Seers Enduring Portfolio (+21.02%), Varanium G2G India Portfolio - 00010051 (+19.58%).
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 | +0.69% |
| 3 Months | +6.86% |
| 1 Year | +29.99% |
| 3 Years | +22.47% |
| Since Inception | +26.15% |
| 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 Small Cap has a 1-year return of +29.99%, a 3-year return of +22.47% and +26.15% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Optimiser Small Cap returned +22.47% against +6.06% for the Nifty 50 TRI, 16.41 percentage points ahead. Over 1 year it returned +29.99% 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 Small Cap's 3-year return of +22.47% ranks 7th as of 30 Sep 2026.
Optimiser Small Cap is managed by Mandar Bagul at Wealth Managers. The strategy manages ₹3.47 Cr of client assets as of 30 Sep 2026.
Optimiser Small Cap manages ₹3.47 Cr of client assets as of 30 Sep 2026.
The fee structure for Optimiser Small Cap includes: exit load: Nil.
The minimum investment for Optimiser Small Cap is ₹50 Lakhs.
Optimiser Small Cap was launched on 25 Nov 2021. It has a 4-year track record.
Description
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