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) |
|---|---|---|---|
| -0.67% | 1.13 | 19.89% | 62.77% |
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 Surge India | -1.92% | 0.05% | 0.85% | -1.15% | 19.47% | 21.77% | 23.25% | - | 12.35% |
| Nifty 50 TRI | 1.92% | 7.45% | 6.68% | 9.94% | 15.47% | 13.08% | 16.48% | - | 13.41% |
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 Surge India | Multi Cap & Flexi Cap | Mr. Krishna Appala | 02 November 2017 | 8Y 1M | 835.85 | Nifty 50 TRI | 12.35% | - | 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 | 8.09% | -10.37% | 62.77% | -2.28% | 1.17 | 19.89% | -0.41 | 0.81% | 0.07 | 52.13 % |
| Nifty 500 | 8.58% | -9.25% | -0.67% | 1.13 | 0.32% | 0.04 | 53.19 % | |||
| Nifty Midcap 100 | 5.30% | -6.25% | -0.95% | 0.95 | -1.78% | -0.21 | 45.74 % | |||
| Nifty Smallcap 100 | 8.62% | -5.81% | 2.81% | 0.75 | 3.13% | 0.26 | 48.94 % | |||
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 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 Aug 25.
