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.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Financial Services Surge India | 8.08% | 8.24% | 10.29% | 4.74% | 0.21% | 16.81% | 16.35% | - | 11.81% |
| Nifty 50 TRI | -1.14% | 2.89% | -3.60% | -0.35% | -1.19% | 9.00% | 8.32% | - | 11.24% |
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 31st Aug 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
