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) |
|---|---|---|---|
| -8.12% | 0.72 | 13.26% | 57.65% |
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 | -9.46% | -11.98% | -9.59% | -11.90% | -10.48% | 10.15% | 10.66% | - | 15.64% |
| Nifty 50 TRI | -11.30% | -14.44% | -9.02% | -3.99% | 1.19% | 10.03% | 10.01% | - | 11.84% |
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 | 7Y 1M | 236.19 | Nifty 50 TRI | 15.64% | - | 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 | 0.82% | -7.69% | 57.65% | -6.87% | 0.74 | 13.26% | -1.18 | 6.03% | 0.36 | 52.94 % |
| Nifty 500 | -0.08% | -8.04% | -8.12% | 0.72 | 4.45% | 0.29 | 54.12 % | |||
| Nifty Midcap 100 | -7.05% | -8.73% | -15.78% | 0.66 | -0.84% | -0.05 | 48.24 % | |||
| Nifty Smallcap 100 | 2.39% | -8.77% | -6.38% | 0.56 | 3.33% | 0.19 | 48.24 % | |||
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 March 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 Mar 26.
