Optimiser Portfolio
Optimiser Portfolio is a Equity Portfolio Management Service launched by Wealth Managers (India) Pvt. Ltd. on April 2021. Managed by Mandar Bagul, the fund holds ₹231 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -4.94% (1Y), 23.17% CAGR (3Y), 24.65% since inception. Performance data as of July 2026.
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Optimiser Portfolio
Wealth Managers (India) Pvt. Ltd.
230.97 CR AUM
Optimiser Portfolio
Wealth Managers (India) Pvt. Ltd.
230.97 CR AUM
Nifty 50 TRI
Benchmark
5yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
5yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
mandar bagul
Fund Manager
EQUITYStrategies
Director & Senior Vice President- Advisory. Working with Wealth Managers since March 2003. Articleship with A.H. Joshi & Co, Pune. M. Com (Pune University) A.C.A, C.F.A CFPCM (Certified Financial Planner)
What is this fund's investment objective?
Capital Appreciation
How has Optimiser Portfolio performed?
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1M IA return
-1.61%
1M benchmark return
1.67%
Alpha
-3.28%
1M Wealth multiple
0.98x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
-1.61%
1M benchmark return
1.67%
Alpha
-3.28%
1M Wealth multiple
0.98x
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