Capitalmind Financial Services Private Limited

Equity, Multi Asset, Debt · 26 investment approaches

Total AUM
₹1.7K Cr
Years Active
8.5
AUM Change (3M)
-19.2%
AUM Change (1Y)
-18.2%
Min Investment
₹50L
Schemes
26
Quantitative Value
Equity
₹1 Cr
1Y +33.47%
3Y -
SI +17.90%
Sharpe -
Global
Equity
₹1 Cr
1Y +25.51%
3Y +28.91%
SI +22.86%
Sharpe 1.03
Custom Portfolio 17
Equity
₹3 Cr
1Y +11.58%
3Y +24.32%
SI +17.71%
Sharpe 2.25
Custom Portfolio 25
Equity
₹2 Cr
1Y +9.58%
3Y +8.56%
SI +5.48%
Sharpe 0.49
Custom Portfolio 6
Debt
₹0 Cr
1Y +7.77%
3Y +7.56%
SI +6.50%
Sharpe -
Custom Portfolio 3
Debt
₹5 Cr
1Y +7.73%
3Y +7.89%
SI +7.10%
Sharpe 0.81
Arbitrage
Equity
₹22 Cr
1Y +6.47%
3Y -
SI +6.59%
Sharpe -
Short Term Debt
Debt
₹8 Cr
1Y +5.59%
3Y +6.64%
SI +5.72%
Sharpe -
Custom portfolio 11
Debt
₹6 Cr
1Y +5.49%
3Y +7.40%
SI +5.65%
Sharpe 0.15
Custom Portfolio 5
Debt
₹1 Cr
1Y +4.59%
3Y +7.22%
SI +6.28%
Sharpe 0.09
Strategic Debt (Long term)
Debt
₹50 Cr
1Y +3.34%
3Y +6.74%
SI +6.12%
Sharpe -0.11
Surge India-NRI
Equity
₹14 Cr
1Y +0.00%
3Y -
SI -8.23%
Sharpe -1.10
Altitude
Equity
₹25 Cr
1Y -0.41%
3Y -
SI +2.01%
Sharpe -0.36
All Weather Equity
Equity
₹245 Cr
1Y -1.06%
3Y +15.26%
SI +13.94%
Sharpe 0.61
India Indices
Equity
₹192 Cr
1Y -2.76%
3Y +15.21%
SI +13.00%
Sharpe 0.55
Surge India
Equity
₹604 Cr
1Y -3.82%
3Y +19.51%
SI +9.78%
Sharpe 0.67
Custom portfolio 19
Equity
₹19 Cr
1Y -10.17%
3Y +6.56%
SI +7.76%
Sharpe -0.03
Sticker Shock
Equity
₹0 Cr
1Y -10.47%
3Y +1.14%
SI +4.24%
Sharpe -0.47
Capitalmind Resilient
Equity
₹2 Cr
1Y -10.60%
3Y +2.21%
SI +1.26%
Sharpe -0.34
Adaptive Momentum
Equity
₹236 Cr
1Y -11.90%
3Y +10.15%
SI +15.64%
Sharpe 0.16
Anchor
Multi Asset
₹0 Cr
1Y -
3Y -
SI -1.61%
Sharpe -
CM Flexi Cap Strategy
Equity
₹182 Cr
1Y -
3Y -
SI -3.82%
Sharpe -
Custom Portfolio 20
Equity
₹0 Cr
1Y -
3Y -
SI +33.78%
Sharpe -
Custom portfolio 21
Equity
₹0 Cr
1Y -
3Y -
SI +29.05%
Sharpe -
Custom Portfolio 23
Debt
₹41 Cr
1Y -
3Y -
SI +0.25%
Sharpe -
Custom Portfolio 24
Equity
₹10 Cr
1Y -
3Y -
SI -11.48%
Sharpe -