Capitalmind Wealth

Capitalmind Long Term Portfolio


Key Portfolio Attributes

Inception Date: 2 Nov 2017

Number of Stocks: 30

Fund Manager Name: Mr. Deepak Shenoy

Fund Manager Experience:

Deepak Shenoy, our CEO and Fund Manager, has over 15 years of experience in Indian markets , previously CEO of Algo Trading firm Moneyoga, Director of Strategy at Quant Hedge Fund-Estee Advisors, CEO India Flovate Technologies acquired by WNS.

Fund Manager Qualification:

Computer Engineer from NIT Surathkal

Investment Objective

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.

Investment Strategy

Growth stocks with few turnaround ideas, Asset Allocation approach-switching between debt and equity depending on market valuations.




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 *




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

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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.




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