Capitalmind Financial Services Private Limited
Equity, Debt · 25 investment approaches
Total AUM
₹2.0K Cr
Years Active
8.4
AUM Change (3M)
-6.0%
AUM Change (1Y)
+2.3%
Min Investment
₹50L
Schemes
25
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Quantitative Value | Equity | ₹1 Cr | -0.67% | +33.47% | — | +17.90% | — |
Custom portfolio 2 | Equity | ₹1 Cr | -2.32% | +20.47% | +30.19% | +22.68% | 1.01 |
Index (Market) | Equity | ₹220 Cr | +0.52% | +18.98% | +20.84% | +15.28% | 1.10 |
All Weather Equity | Equity | ₹270 Cr | +0.96% | +17.40% | +19.74% | +17.75% | 1.12 |
Capitalmind SmartCore | Equity | ₹27 Cr | +1.55% | +16.72% | — | +12.45% | 0.55 |
Surge India | Equity | ₹765 Cr | +0.13% | +16.08% | +23.22% | +11.26% | 1.00 |
Aggressive Debt | Equity | ₹2 Cr | +1.57% | +12.20% | +9.49% | +5.87% | 0.72 |
Custom Portfolio 17 | Equity | ₹3 Cr | +2.46% | +11.58% | +24.32% | +17.71% | 2.25 |
Custom portfolio 19 | Equity | ₹22 Cr | +1.36% | +10.90% | +12.48% | +12.31% | 0.42 |
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 |
Sticker Shock | Equity | ₹0 Cr | -0.88% | +7.33% | +5.61% | +6.63% | -0.13 |
Custom Portfolio 22 | Equity | ₹16 Cr | +0.48% | +6.63% | — | +6.58% | — |
Custom Portfolio 1 | Debt | ₹7 Cr | +0.38% | +6.09% | +6.83% | +5.73% | — |
Strategic Debt | Debt | ₹51 Cr | +0.68% | +5.66% | +7.24% | +6.25% | 0.01 |
Custom portfolio 11 | Debt | ₹6 Cr | +0.50% | +5.49% | +7.40% | +5.65% | 0.15 |
Custom Portfolio 5 | Debt | ₹1 Cr | -0.03% | +4.59% | +7.22% | +6.28% | 0.09 |
Capitalmind Resilient | Equity | ₹2 Cr | +4.33% | +4.11% | +6.22% | +3.61% | -0.08 |
Adaptive Momentum | Equity | ₹332 Cr | +1.51% | -0.07% | +13.79% | +17.50% | 0.38 |
CM Flexi Cap Strategy | Equity | ₹188 Cr | +1.22% | — | — | +4.47% | — |
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 | +0.78% | — | — | -1.35% | — |
Surge India-NRI | Equity | ₹14 Cr | +0.70% | — | — | -0.31% | — |