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) |
---|---|---|---|
3.51% | 1.06 | 14.89% | 68.97% |
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 | 2.82% | 13.83% | 20.76% | 42.75% | 18.54% | 17.21% | 16.96% | ||
Nifty 50 TRI | 1.32% | 9.38% | 14.57% | 28.49% | 15.75% | 16.16% | 16.27% |
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 | 5Y 0M | 203.36 | Nifty 50 TRI | 16.96% | 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 | 2.46% | 6.79% | 68.97% | 9.25% | 1.16 | 14.89% | 1.72 | 2.59% | 0.31 | 51.72 % |
Nifty 500 | -1.37% | 4.88% | 3.51% | 1.06 | 0.83% | 0.10 | 51.72 % | |||
Nifty Midcap 100 | -14.73% | -2.56% | -17.29% | 0.84 | -4.90% | -0.38 | 37.93 % | |||
Nifty Smallcap 100 | -17.40% | -8.95% | -26.35% | 0.71 | -2.16% | -0.12 | 39.66 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
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Sector Allocation
Holding | % |
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Market Cap Allocation
Allocations | % |
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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 SpecialistsDisclaimer
#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 23.