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) |
|---|---|---|---|
| 30.59% | 0.87 | 12.68% | 63.75% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Surge India | 7.38% | 21.37% | 30.46% | 67.98% | 42.64% | 30.79% | 29.14% | - | 15.80% |
| Nifty 50 TRI | 4.00% | 11.07% | 15.72% | 27.84% | 21.92% | 17.90% | 18.92% | - | 15.15% |
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 | Mr. Deepak Shenoy | 02 November 2017 | 6Y 10M | 662.76 | Nifty 50 TRI | 15.80% | 30 | 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 | 15.62% | 27.15% | 63.75% | 42.77% | 0.63 | 12.68% | 5.05 | 1.13% | 0.10 | 50.00 % |
| Nifty 500 | 7.48% | 23.11% | 30.59% | 0.87 | 0.29% | 0.03 | 51.25 % | |||
| Nifty Midcap 100 | -8.46% | 20.47% | 12.01% | 0.87 | -1.97% | -0.23 | 46.25 % | |||
| Nifty Smallcap 100 | -15.98% | 14.85% | -1.13% | 0.63 | 3.02% | 0.25 | 47.50 % | |||
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 31 July 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 24.
