The Capitalmind Market portfolio is a strategy designed to invest in stocks/equities without trying to predict which fund manager is most likely to deliver the best returns over the next1, 5 or 10 years.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.96% | 0.92 | 13.34% | 70% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.4% | 7.3% | 5.1% | 1.0% | 19.1% | 18.1% | - | 15.5% | |
| Nifty Next 50 | 3.5% | 7.1% | 5.7% | 3.7% | 24.9% | 17.2% |
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 Market Fund | Large Cap | Mr. Deepak Shenoy | 01 March 2019 | 3Y 6M | 157.14 | Nifty Next 50 | 15.5% | 4 | 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 | -3.39% | -2.57% | 70% | -5.96% | 0.92 | 13.34% | -0.69 | 1.67% | 0.18 | 50.00 % |
| Nifty 500 | -5.15% | 0.21% | -4.94% | 1.02 | 0.99% | 0.10 | 50.00 % | |||
| Nifty Midcap 100 | -11.07% | 7.41% | -3.66% | 0.68 | -0.55% | -0.04 | 40.00 % | |||
| Nifty Smallcap 100 | -9.21% | 16.87% | 7.66% | 0.42 | 4.02% | 0.20 | 45.00 % | |||
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 Aug 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 Jun 22.
