The Capitalmind Market portfolio is a strategy designed to invest in stocks/equities without trying to predict which fund manager is most likely to deliver the best returns over the next1, 5 or 10 years.Â
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 6.47% | 0.95 | 13.18% | 72.06% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Market Fund | 1.07% | -3.07% | 7.77% | 32.61% | 23.94% | 15.59% | 18.80% | 17.68% | |
| Nifty 50 TRI | -0.26% | -4.23% | 7.79% | 21.27% | 14.69% | 13.76% | 16.22% | 16.07% |
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 Market Fund | Large Cap | Mr. Deepak Shenoy | 01 March 2019 | 5Y 9M | 223.78 | Nifty 50 TRI | 17.68% | 4 | 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 | 4.67% | 9.98% | 72.06% | 14.65% | 0.98 | 13.18% | 2.86 | 3.95% | 0.49 | 54.41 % |
| Nifty 500 | -0.70% | 7.17% | 6.47% | 0.95 | 1.47% | 0.18 | 54.41 % | |||
| Nifty Midcap 100 | -9.66% | 6.84% | -2.82% | 0.73 | -4.27% | -0.35 | 41.18 % | |||
| Nifty Smallcap 100 | -10.38% | 4.84% | -5.54% | 0.48 | -2.16% | -0.12 | 41.18 % | |||
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.
