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) |
|---|---|---|---|
| 20.41% | 0.89 | 12.31% | 62.34% |
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 | 8.82% | 21.91% | 30.83% | 67.96% | 41.46% | 29.84% | 24.64% | - | 14.80% |
| Nifty 50 TRI | 6.77% | 8.13% | 11.29% | 26.66% | 24.77% | 16.54% | 16.68% | - | 14.69% |
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 8M | 599.8 | Nifty 50 TRI | 14.80% | 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 | 15.04% | 15.9% | 62.34% | 30.94% | 0.67 | 12.31% | 4.52 | -1.08% | -0.10 | 48.05 % |
| Nifty 500 | 7.67% | 12.74% | 20.41% | 0.89 | -1.31% | -0.15 | 49.35 % | |||
| Nifty Midcap 100 | -9.30% | 8.78% | -0.52% | 0.84 | -2.90% | -0.34 | 44.16 % | |||
| Nifty Smallcap 100 | -15.20% | 4.98% | -10.22% | 0.73 | 2.78% | 0.24 | 48.05 % | |||
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 June 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 Mar 24.
