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) |
|---|---|---|---|
| 9.46% | 0.93 | 12.19% | 61.97% |
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 | -2.84% | 3.85% | 22.65% | 20.25% | 10.85% | 25.99% | 15.69% | - | 8.86% |
| Nifty 50 TRI | -2.74% | -3.09% | 6.52% | 7.01% | 5.15% | 19.29% | 14.27% | - | - |
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 | 6Y 0M | 320.28 | Nifty 50 TRI | 8.86% | 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 | 5.86% | 5.33% | 61.97% | 11.19% | 0.76 | 12.19% | 1.84 | -2.18% | -0.20 | 49.30 % |
| Nifty 500 | 4.08% | 5.38% | 9.46% | 0.93 | -1.86% | -0.22 | 50.70 % | |||
| Nifty Midcap 100 | -8.70% | 2.59% | -6.11% | 1.01 | -3.32% | -0.38 | 43.66 % | |||
| Nifty Smallcap 100 | -10.58% | -0.52% | -11.10% | 0.81 | 2.91% | 0.24 | 47.89 % | |||
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 Oct 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 Sep 23.
