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 Fund3.27%8.38%29.44%43.45%19.34%17.96%17.80%-17.56%
Nifty 50 TRI1.42%4.36%18.97%26.73%16.39%17.00%15.36%16.37%

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 30 Apr 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 Mar 24.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds