Capitalmind Wealth

Capitalmind Market Fund


Key Portfolio Attributes

Inception Date: 1 Mar 2019

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 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. 

Investment Strategy

All ETF portfolio with exposure to top 100 Indian and US technology stocks free from human biases with low churn and cost.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio4.4%7.3%5.1%1.0%19.1%18.1%-15.5%
Nifty Next 503.5%7.1%5.7%3.7%24.9%17.2%



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 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.




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