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) |
|---|---|---|---|
| 8.56% | 0.87 | 11.15% | 72.86% |
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 | -7.59% | -10.83% | -13.56% | 3.88% | 21.78% | 13.44% | 17.17% | 14.67% | |
| Nifty 50 TRI | -5.79% | -8.10% | -11.98% | 1.89% | 14.42% | 10.93% | 15.96% | 13.73% |
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 | 6Y 0M | 196.65 | Nifty 50 TRI | 14.67% | 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 | 4.17% | 10.75% | 72.86% | 14.92% | 0.87 | 11.15% | 1.79 | 4.71% | 0.59 | 55.71 % |
| Nifty 500 | -0.40% | 8.96% | 8.56% | 0.87 | 2.14% | 0.27 | 55.71 % | |||
| Nifty Midcap 100 | -9.09% | 8.95% | -0.14% | 0.72 | -4.09% | -0.34 | 41.43 % | |||
| Nifty Smallcap 100 | -8.65% | 8.43% | -0.22% | 0.42 | -1.84% | -0.11 | 42.86 % | |||
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.
