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) |
|---|---|---|---|
| 0.36% | 0.82 | 15.96% | 58.62% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Financial Services Adaptive Momentum | 1.39% | 15.23% | 1.43% | -3.88% | -8.87% | 10.76% | 8.61% | - | 17.31% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | 8.81% | 9.99% | - | 12.50% |
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 Financial Services Adaptive Momentum | Multi Cap & Flexi Cap | Mr. Krishna Appala | 01 March 2019 | 7Y 5M | 239.71 | Nifty 50 TRI | 17.31% | - | 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 | 6.94% | -2.36% | 58.62% | 4.58% | 0.87 | 15.96% | -0.25 | 7.14% | 0.43 | 54.02 % |
| Nifty 500 | 3.35% | -2.99% | 0.36% | 0.82 | 4.87% | 0.32 | 54.02 % | |||
| Nifty Midcap 100 | -4.07% | -3.7% | -7.77% | 0.72 | -1.03% | -0.06 | 48.28 % | |||
| Nifty Smallcap 100 | 2.35% | -4.06% | -1.71% | 0.54 | 2.52% | 0.14 | 48.28 % | |||
| BSE 500 | 3.81% | -2.98% | 0.83% | 0.83 | 5.07% | 0.33 | 54.02 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
