Optimiser Portfolio
Optimiser Portfolio
Optimiser Portfolio
Optimiser Portfolio
Quant-based, rules-driven, fully invested & equal-weighted portfolio.
Let's Discuss Your Strategy Fit
View Factsheet
View Factsheet
View Factsheet
Quant-based
Style
₹219.68Cr
AUM as on,
AUM
29.97
%
3 Year CAGR
3Y CAGR
Apr 30, 2021
Inception Date
Why Optimiser Portfolio?
Why Optimiser Portfolio?
Quant-Based Stock Selection
Quant-Based Stock Selection
Data-driven stock ranking using objective, rule-based parameters across a defined equity universe.
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.
Security selection is governed by structured quantitative criteria rather than subjective judgement.
Systematic Quant Framework
Systematic Quant Framework
Invests in stocks demonstrating sustained relative strength, with clearly defined exit rules when momentum thresholds weaken.
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.
The framework is designed to enforce discipline through market cycles.
Equal-Weighted Portfolio
Equal-Weighted Portfolio
Equal allocation across selected stocks with annual rebalancing to manage concentration risk and maintain structural balance.
Equal allocation across selected stocks with annual rebalancing to manage concentration risk and maintain structural balance.
Performance
Performance
₹ 1Cr invested on 30 April, 2021 would have grown to ₹ 2.80Cr in the Optimiser Portfolio vs ₹ 1.73Cr in the Nifty 50 TRI.
₹ 1Cr invested on 30 April, 2021 would have grown to ₹ 2.80Cr in the Optimiser Portfolio vs ₹ 1.73Cr in the Nifty 50 TRI.
Compare,
3 months
3 months
6 months
6 months
1 year
1 year
3 years
3 years
Since Inception
Max
This Strategy
This Strategy
-1.53
-2.26
7.66
29.97
25.43
Nifty 50 TRI
Nifty 50 TRI Benchmark
-5.15
-6.53
-0.28
11.2
11.41
Performance data as on
Returns upto 1 year are Absolute, those above 1 year are CAGR. Returns are net of expenses and fees. Inception date - 30 April, 2021. Past performance is not indicative of future results. Refer to disclosure documents for risks. Performance may vary and is not SEBI-verified. For relative performance of investment approaches, visit APMI Report. Figures represent aggregate discretionary portfolios; individual results may differ.
Returns upto 1 year are Absolute, those above 1 year are CAGR. Returns are net of expenses and fees. Inception date - 30 April, 2021. Past performance is not indicative of future results. Refer to disclosure documents for risks. Performance may vary and is not SEBI-verified. For relative performance of investment approaches, visit APMI Report. Figures represent aggregate discretionary portfolios; individual results may differ.
Key Information
Key Information
Strategy Structure
Discretionary
Benchmark
Nifty 50 TRI
Investment Horizon
> 5 years
Risk
High
Minimum Investment
₹50L
Inception Date
No. of Schemes
20
Rebalancing
Annual
Entry / Exit Load
Nil
Strategy AUM
₹219.68Cr
Universe
Top 200 by Market Cap, BSE 200, NSE F&O
All you want to know about Optimiser.
All you want to know about Optimiser.
How this Strategy Works
Built for
Risk Consideration
Universe Definition
Top 200 stocks by market capitalisation , BSE 200 constituents, and NSE F&O segment.
Multi-Factor Ranking
Stocks are scored using a structured quantitative framework.
Portfolio Construction
15-25 selected stocks allocated equal weights.
Annual Rebalancing
Equal weights reset once a year to maintain discipline.
Ongoing Monitoring
Liquidity filters and defined policy checks applied.
How this Strategy Works
Built for
Risk Consideration
Universe Definition
Top 200 stocks by market capitalisation , BSE 200 constituents, and NSE F&O segment.
Multi-Factor Ranking
Stocks are scored using a structured quantitative framework.
Portfolio Construction
15-25 selected stocks allocated equal weights.
Annual Rebalancing
Equal weights reset once a year to maintain discipline.
Ongoing Monitoring
Liquidity filters and defined policy checks applied.
How this Strategy Works
Built for
Risk Consideration
Designed for,
Systematic equity allocation
Long-term capital deployment
Investors comfortable with equity volatility
Structured, rules-driven frameworks
Not Designed for,
Short-term investment horizons
Capital protection mandates
Tactical market timing
Value or contrarian stock selection
“Optimiser works because winners tend to keep winning.”
“Optimiser works because winners tend to keep winning.”
“Optimiser works because winners tend to keep winning.”
“Optimiser works because winners tend to keep winning.”
“Optimiser works because winners tend to keep winning.”
Mandar Bagul, Fund Manager.
Mandar Bagul, Fund Manager.
Mandar Bagul, Fund Manager.
Fund manager Mandar explains about the objective and investment decisions of Optimiser strategy.
Watch Strategy Video
We prioritise repeatable frameworks over prediction and consistency over impulse.
20,000Cr
+
Overall Group AUM (Scripbox)
23 Years
+
Experience in Wealth Management
3
+
Defined, Focused Portfolio Mandates
We prioritise repeatable frameworks over prediction and consistency over impulse.
20,000Cr
+
Overall Group AUM (Scripbox)
23 Years
+
Experience in Wealth Management
3
+
Defined, Focused Portfolio Mandates
We prioritise repeatable frameworks over prediction and consistency over impulse.
20,000Cr
+
Overall Group AUM (Scripbox)
23 Years
+
Experience in Wealth Management
3
+
Defined, Focused Portfolio Mandates
* AUM data updated as on
Discipline Over Prediction.
Optimiser follows a defined framework. The right mandate depends on your allocation objective.
Let’s Discuss Your Strategy Fit
Let’s Discuss Your Strategy Fit
Wealth Managers (India) Private Limited is a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660). CIN : U67190KA2003PTC191180.
Wealth Managers (India) Private Limited is a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660). CIN : U67190KA2003PTC191180.
Corporate Office — Wilshire III by MFAR, 5th Floor, 492, Hobli, RHB Colony, Mahadevapura, Bengaluru, Karnataka-560048.
Corporate Office — Wilshire III by MFAR, 5th Floor, 492, Hobli, RHB Colony, Mahadevapura, Bengaluru, Karnataka-560048.
Place of Business — F Axis House, Pinnac Memories Phase-III Apartments, S. No. 7/4 and S. No. 8/4 to 8 of Village Kothrud, Pune, Maharashtra-411038.
Place of Business — F Axis House, Pinnac Memories Phase-III Apartments, S. No. 7/4 and S. No. 8/4 to 8 of Village Kothrud, Pune, Maharashtra-411038.
+91 20-67636100 | iro@wealthmanagers.co.in | www.scripbox.com
+91 20-67636100 | iro@wealthmanagers.co.in | www.scripbox.com
© Copyright 2025 | Wealth Managers (India) Private Limited. All Rights Reserved.
© Copyright 2025 | Wealth Managers (India) Private Limited. All Rights Reserved.
