Capitalmind Financial Services Private Limited

Equity, Multi Asset, Debt · 27 investment approaches

Total AUM

₹1.9K Cr

Years Active

8.9

AUM Change (3M)

+4.6%

AUM Change (1Y)

-10.2%

Min Investment

₹50L

Schemes

27

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Global	Equity	₹1 Cr	+8.83%	+47.29%	+33.52%	+25.85%	1.22
Quantitative Value	Equity	₹1 Cr	-0.67%	+33.47%	-	+17.90%	-
Custom Portfolio 17	Equity	₹3 Cr	+2.46%	+11.58%	+24.32%	+17.71%	2.25
Altitude	Equity	₹35 Cr	+2.71%	+10.41%	-	+13.36%	0.44
CM Flexi Cap Strategy	Equity	₹204 Cr	+4.17%	+8.76%	-	+7.03%	0.14
Custom Portfolio 6	Debt	₹0 Cr	+0.47%	+7.77%	+7.56%	+6.50%	-
Custom Portfolio 3	Debt	₹5 Cr	+0.44%	+7.73%	+7.89%	+7.10%	0.81
Strategic Debt (Long term)	Debt	₹46 Cr	+0.19%	+7.55%	+7.21%	+6.38%	0.07
All Weather Equity	Equity	₹311 Cr	+1.14%	+7.19%	+14.73%	+16.58%	0.84
India Indices	Equity	₹208 Cr	-0.23%	+6.64%	+14.92%	+14.44%	0.74
Adaptive Momentum	Equity	₹235 Cr	+6.48%	+6.56%	+8.39%	+17.37%	0.39
Arbitrage	Equity	₹19 Cr	+0.48%	+6.38%	-	+6.52%	-
Custom portfolio 19	Equity	₹23 Cr	+2.87%	+5.90%	+7.19%	+11.48%	0.28
Custom Portfolio 25	Equity	₹2 Cr	-0.14%	+5.65%	+8.39%	+5.75%	0.48
Custom portfolio 11	Debt	₹6 Cr	+0.50%	+5.49%	+7.40%	+5.65%	0.15
Short Term Debt	Debt	₹4 Cr	+0.49%	+5.31%	+6.53%	+5.75%	-
Surge India	Equity	₹695 Cr	+8.08%	+4.74%	+16.81%	+11.81%	0.94
Custom Portfolio 5	Debt	₹1 Cr	-0.03%	+4.59%	+7.22%	+6.28%	0.09
Surge India-NRI	Equity	₹21 Cr	+6.69%	+3.55%	-	+6.33%	0.03
Capitalmind Resilient	Equity	-	+12.54%	-0.63%	+5.54%	+3.84%	-0.06
Sticker Shock	Equity	₹0 Cr	-11.77%	-10.47%	+1.14%	+4.24%	-0.47
Anchor	Multi Asset	₹11 Cr	+0.81%	-	-	+7.28%	-
Apex India	Equity	₹3 Cr	-1.36%	-	-	-0.81%	-
Custom Portfolio 20	Equity	₹0 Cr	+10.54%	-	-	+33.78%	-
Custom portfolio 21	Equity	₹0 Cr	+10.51%	-	-	+29.05%	-
Custom Portfolio 23	Debt	₹41 Cr	-	-	-	+0.25%	-
Custom Portfolio 24	Equity	₹11 Cr	+2.20%	-	-	+4.34%	-

Quantitative Value

Custom Portfolio 17

CM Flexi Cap Strategy

Custom Portfolio 6

Custom Portfolio 3

Strategic Debt (Long term)

All Weather Equity

Adaptive Momentum

Custom portfolio 19

Custom Portfolio 25

Custom portfolio 11

Short Term Debt

Custom Portfolio 5

Surge India-NRI

Capitalmind Resilient

Custom Portfolio 20

Custom portfolio 21

Custom Portfolio 23

Custom Portfolio 24