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) |
|---|---|---|---|
| 4.61% | 1.11 | 12.30% | 70.49% |
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 | 2.07% | 7.31% | 21.77% | 43.71% | 16.45% | 17.81% | 17.05% | 17.16% | |
| Nifty 50 TRI | 1.57% | 2.92% | 14.09% | 30.08% | 14.39% | 16.31% | 15.28% | 16.36% |
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 1M | 207.37 | Nifty 50 TRI | 17.16% | 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 | 6.85% | 8.29% | 70.49% | 15.14% | 1.12 | 12.30% | 3.25 | 3.46% | 0.42 | 54.10 % |
| Nifty 500 | 0.59% | 4.02% | 4.61% | 1.11 | 1.45% | 0.17 | 54.10 % | |||
| Nifty Midcap 100 | -13.63% | -2.69% | -16.32% | 0.65 | -3.95% | -0.31 | 39.34 % | |||
| Nifty Smallcap 100 | -17.29% | -8.73% | -26.02% | 0.45 | -0.60% | -0.03 | 40.98 % | |||
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 Mar 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.
