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) |
---|---|---|---|
14.22% | 0.97 | 14.40% | 62.16% |
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 | 1.13% | 16.25% | 24.00% | 60.56% | 24.70% | 27.18% | 21.30% | 12.32% | |
Nifty 50 TRI | 1.32% | 9.38% | 14.57% | 28.49% | 15.75% | 16.16% | 16.66% | 13.81% |
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 4M | 435.39 | Nifty 50 TRI | 12.32% | 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 | 11.69% | 8.27% | 62.16% | 19.96% | 0.97 | 14.40% | 2.52 | -1.92% | -0.18 | 48.65 % |
Nifty 500 | 7.56% | 6.66% | 14.22% | 0.97 | -1.90% | -0.22 | 50.00 % | |||
Nifty Midcap 100 | -8.76% | 2.18% | -6.58% | 0.91 | -3.57% | -0.42 | 43.24 % | |||
Nifty Smallcap 100 | -13.69% | -1.94% | -15.63% | 0.83 | 1.76% | 0.15 | 45.95 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
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Sector Allocation
Holding | % |
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Market Cap Allocation
Allocations | % |
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Large Cap | |
Mid Cap | |
Small Cap | |
Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 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 Dec 23.