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
Capitalmind Market Fund-1.28%6.64%18.21%10.66%5.70%16.20%--14.12%
Nifty 50 TRI-0.61%7.73%17.34%11.34%9.15%23.33%---

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

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 August 2023. 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 23.


Do Not Simply Invest, Make Informed Decisions