Wealth Managers
Optimiser Portfolio
Wealth Managers's Optimiser Portfolio is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Mandar Bagul, operational since Apr 2021. Benchmark: Nifty 50 TRI.
AUM
₹231 Cr
Min investment
₹50 L
Inception
Apr 2021
Fund manager
Mandar Bagul
The fund follows Quant-Based Stock Selection, data-driven stock ranking using objective, rule-based parameters across a defined equity universe. Security selection is governed by structured quantitative criteria rather than subjective judgement. Invests in stocks demonstrating sustained relative strength, with clearly defined exit rules when momentum thresholds weaken. The framework is designed to enforce discipline through market cycles. Equal allocation across selected stocks with annual rebalancing to manage concentration risk and maintain structural balance.
6M
-1.8%
1Y
-4.9%
5Y
+22.6%
Since inception
+24.7%
6M
+6.4%
1Y
+0.5%
5Y
+12.6%
Since inception
—
6M
-8.1%
1Y
-5.4%
5Y
+10.0%
Since inception
+11.0%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Apr 2021)
Hypothetical illustration based on published TWRR over 5.3 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
20-25 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
171%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.