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) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 | 7Y 8M | Nifty 50 TRI | 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 | 9.87% | -10.78% | 63.33% | -0.91% | 1.30 | 21.76% | 0.14 | -0.09% | -0.01 | 51.11 % |
| Nifty 500 | 10.47% | -8.65% | 1.82% | 1.28 | -0.26% | -0.03 | 52.22 % | |||
| Nifty Midcap 100 | 5.33% | -4.99% | 0.34% | 1.08 | -2.14% | -0.26 | 45.56 % | |||
| Nifty Smallcap 100 | 11.11% | -1.06% | 10.05% | 0.86 | 3.36% | 0.30 | 48.89 % | |||
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Disclaimer
#Returns as of 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.
