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) |
|---|---|---|---|
| 20.22% | 0.96 | 14.53% | 63.95% |
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 | -11.01% | -19.17% | -21.56% | 0.39% | 26.96% | 16.01% | 19.00% | 10.61% | |
| Nifty 50 TRI | -5.79% | -8.10% | -11.98% | 1.89% | 14.42% | 10.93% | 15.96% | 12.11% |
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 4M | 603.5 | Nifty 50 TRI | 10.61% | 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 | 12.70% | 13.88% | 63.95% | 26.58% | 0.81 | 14.53% | 2.18 | 1.83% | 0.17 | 51.16 % |
| Nifty 500 | 8.12% | 12.1% | 20.22% | 0.96 | 0.95% | 0.11 | 52.33 % | |||
| Nifty Midcap 100 | -1.03% | 12.56% | 11.53% | 0.99 | -1.68% | -0.20 | 46.51 % | |||
| Nifty Smallcap 100 | -0.75% | 12.19% | 11.44% | 0.77 | 2.95% | 0.26 | 47.67 % | |||
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 28 Feb 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 24.
