The Capitalmind Long Term Portfolio is an actively managed diversified portfolio with a focus on long-term fundamental growth over small, mid and large caps.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 18.35% | 0.99 | 15.96% | 63.1% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Surge India | 1.53% | -2.95% | 12.50% | 44.39% | 35.15% | 23.53% | 24.07% | 14.40% | |
| Nifty 50 TRI | -0.26% | -4.23% | 7.79% | 21.27% | 14.69% | 13.76% | 16.22% | 13.91% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Surge India | Multi Cap | Mr. Deepak Shenoy | 02 November 2017 | 7Y 1M | 681.09 | Nifty 50 TRI | 14.40% | 30 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 12.72% | 13.81% | 63.1% | 26.53% | 0.90 | 15.96% | 3.11 | 1.23% | 0.11 | 50.00 % |
| Nifty 500 | 6.77% | 11.58% | 18.35% | 0.99 | 0.48% | 0.05 | 51.19 % | |||
| Nifty Midcap 100 | -3.03% | 12.09% | 9.06% | 0.89 | -1.67% | -0.20 | 46.43 % | |||
| Nifty Smallcap 100 | -4.63% | 10.97% | 6.34% | 0.73 | 2.90% | 0.25 | 47.62 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
