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
Capitalmind Surge India7.86%7.49%33.27%63.46%26.10%28.65%21.29%-13.04%
Nifty 50 TRI1.42%4.36%18.97%26.73%16.39%17.00%15.36%13.95%

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 30 Apr 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.


Do Not Simply Invest, Make Informed Decisions

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