The Capitalmind Momentum Portfolio is a rule-based investing system that buys outperforming securities and avoids – or sell short –underperforming ones every month based on following the trend.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -22.09% | 0.74 | 17.20% | 58.54% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Financial Services Adaptive Momentum | -4.23% | -2.61% | -3.14% | -5.91% | -8.34% | 11.78% | 15.66% | - | 17.46% |
| Nifty 50 TRI | -3.04% | -1.45% | 2.64% | 8.97% | 9.27% | 14.08% | 14.54% | 14.18% |
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 Financial Services Adaptive Momentum | Multi Cap & Flexi Cap | Mr. Krishna Appala | 01 March 2019 | 6Y 11M | 345.61 | Nifty 50 TRI | 17.46% | - | 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 | -10.88% | -15.03% | 58.54% | -25.91% | 0.64 | 17.20% | -1.11 | 5.91% | 0.35 | 52.44 % |
| Nifty 500 | -7.24% | -14.85% | -22.09% | 0.74 | 4.33% | 0.28 | 53.66 % | |||
| Nifty Midcap 100 | -6.45% | -14.69% | -21.14% | 0.64 | -0.75% | -0.05 | 47.56 % | |||
| Nifty Smallcap 100 | 4.66% | -14.44% | -9.78% | 0.55 | 3.10% | 0.18 | 46.34 % | |||
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 31st Jan 2026. 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 25.
