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) |
|---|---|---|---|
| -6.91% | 0.83 | 13.08% | 58.46% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Long Term | 5.6% | 1.6% | -2.0% | -2.7% | 14.0% | 21.7% | 5.1% | 5.8% | |
| Nifty 50 TRI | 4.1% | 2.3% | 0.3% | 5.6% | 11.1% | 22.4% | 11.0% |
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 6M | 234.03 | Nifty 50 TRI | 5.8% | 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 | -1.12% | -7.45% | 58.46% | -8.57% | 0.84 | 13.08% | -0.98 | -5.57% | -0.53 | 46.15 % |
| Nifty 500 | -1.11% | -5.8% | -6.91% | 0.83 | -4.23% | -0.50 | 47.69 % | |||
| Nifty Midcap 100 | -7.24% | -3.08% | -10.32% | 0.73 | -3.17% | -0.36 | 44.62 % | |||
| Nifty Smallcap 100 | 1.56% | 3.08% | 4.64% | 0.67 | 4.26% | 0.34 | 50.77 % | |||
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 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 23.
