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) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 Surge India | Multi Cap & Flexi Cap | Mr. Deepak Shenoy | 02 November 2017 | 7Y 11M | Nifty 50 TRI | 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 | 6.77% | -9.05% | 62.77% | -2.28% | 1.17 | 19.89% | -0.41 | 0.81% | 0.07 | 52.13 % |
| Nifty 500 | 6.79% | -7.46% | -0.67% | 1.13 | 0.32% | 0.04 | 53.19 % | |||
| Nifty Midcap 100 | 2.36% | -3.31% | -0.95% | 0.95 | -1.78% | -0.21 | 45.74 % | |||
| Nifty Smallcap 100 | 4.57% | -1.76% | 2.81% | 0.75 | 3.13% | 0.26 | 48.94 % | |||
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Disclaimer
#Returns as of 30 Sep 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.
