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) |
|---|---|---|---|
| 9.63% | 1.23 | 14.26% | 60.71% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.8% | 3.8% | 3.3% | 10.2% | 29.2% | 22.0% | - | 7.1% | |
| Nifty | 3.5% | 7.1% | 5.7% | 3.7% | 24.9% | 17.2% |
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 | 4Y 10M | 198.85 | Nifty | 7.1% | 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 | -1.17% | 9.79% | 60.71% | 8.62% | 0.97 | 14.26% | 0.37 | -4.90% | -0.44 | 48.21 % |
| Nifty 500 | -1.70% | 11.33% | 9.63% | 1.23 | -3.62% | -0.41 | 48.21 % | |||
| Nifty Midcap 100 | -5.27% | 16.19% | 10.92% | 0.86 | -1.39% | -0.15 | 46.43 % | |||
| Nifty Smallcap 100 | 0.11% | 22.12% | 22.23% | 0.58 | 5.70% | 0.43 | 53.57 % | |||
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 Aug 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 Jun 22.
