The Capitalmind Momentum Portfolio is a rule-based investing system that buys outperforming securities and avoids – or sell short –underperforming ones every month based on following the trend.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 2.21% | 0.77 | 17.35% | 60% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Adaptive Momentum | -4.42% | -13.29% | -21.30% | -11.48% | 21.43% | 13.07% | 23.74% | 20.71% | |
| 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 Adaptive Momentum | Multi Cap | Mr. Anoop Vijaykumar | 01 March 2019 | 6Y 0M | 823.58 | Nifty 50 TRI | 20.71% | 15 | 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% | -4.13% | 60% | 8.57% | 0.61 | 17.35% | 0.79 | 12.70% | 0.76 | 52.86 % |
| Nifty 500 | 8.12% | -5.91% | 2.21% | 0.77 | 10.12% | 0.66 | 57.14 % | |||
| Nifty Midcap 100 | -1.03% | -5.45% | -6.48% | 0.93 | 3.89% | 0.24 | 50.00 % | |||
| Nifty Smallcap 100 | -0.75% | -5.82% | -6.57% | 0.65 | 6.15% | 0.34 | 48.57 % | |||
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.
