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) |
|---|---|---|---|
| 2.00% | 0.89 | 14.57% | 61.02% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -3.60% | 0.70% | 9.30% | -3.60% | 19.90% | 15.70% | 5.30% | 6.40% | |
| Nifty | -3.50% | 5.90% | 14.70% | 4.30% | 13.80% | 14.20% | 11.40% |
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 Long Term | Multi Cap | Mr. Deepak Shenoy | 02 November 2017 | 5Y 2M | 223.1 | Nifty | 6.40% | 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 | 1.84% | 1.65% | 61.02% | 3.49% | 0.92 | 14.57% | -0.21 | -4.68% | -0.43 | 49.15 % |
| Nifty 500 | -0.19% | 2.19% | 2.00% | 0.89 | -3.96% | -0.45 | 49.15 % | |||
| Nifty Midcap 100 | -5.79% | 5.37% | -0.42% | 0.70 | -2.83% | -0.30 | 45.76 % | |||
| Nifty Smallcap 100 | 2.89% | 12.28% | 15.17% | 0.64 | 5.19% | 0.40 | 52.54 % | |||
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 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 22.
