Capitalmind Financial Services Private Limited

Equity, Multi Asset, Debt · 27 investment approaches

Total AUM

₹1.8K Cr

Years Active

8.9

AUM Change (3M)

-0.3%

AUM Change (1Y)

-12.3%

Min Investment

₹50L

Schemes

27

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Quantitative Value	Equity	₹1 Cr	-0.67%	+33.47%	-	+17.90%	-
Global	Equity	₹1 Cr	-3.34%	+30.97%	+33.19%	+24.97%	1.12
Custom Portfolio 17	Equity	₹3 Cr	+2.46%	+11.58%	+24.32%	+17.71%	2.25
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
Adaptive Momentum	Equity	₹229 Cr	-0.17%	+7.31%	+7.98%	+17.14%	0.37
Arbitrage	Equity	₹19 Cr	+0.48%	+6.46%	-	+6.50%	-
Strategic Debt (Long term)	Debt	₹46 Cr	+0.25%	+6.46%	+7.16%	+6.34%	0.03
Custom portfolio 11	Debt	₹6 Cr	+0.50%	+5.49%	+7.40%	+5.65%	0.15
CM Flexi Cap Strategy	Equity	₹193 Cr	-4.50%	+5.19%	-	+2.34%	-0.27
Short Term Debt	Debt	₹3 Cr	+0.39%	+5.15%	+6.51%	+5.74%	-
Custom Portfolio 5	Debt	₹1 Cr	-0.03%	+4.59%	+7.22%	+6.28%	0.09
Altitude	Equity	₹34 Cr	-5.13%	+3.37%	-	+9.16%	0.15
Custom Portfolio 25	Equity	₹2 Cr	-1.45%	+3.33%	+7.71%	+5.32%	0.26
Surge India	Equity	₹683 Cr	-0.98%	+3.27%	+15.74%	+11.58%	0.89
Surge India-NRI	Equity	₹21 Cr	-0.71%	+2.71%	-	+5.47%	-0.04
All Weather Equity	Equity	₹292 Cr	-5.77%	-0.45%	+11.76%	+14.61%	0.64
Capitalmind Resilient	Equity	-	+12.54%	-0.63%	+5.54%	+3.84%	-0.06
India Indices	Equity	₹193 Cr	-5.62%	-1.05%	+12.28%	+13.40%	0.57
Custom portfolio 19	Equity	₹21 Cr	-7.19%	-1.81%	+4.19%	+9.34%	0.11
Sticker Shock	Equity	₹0 Cr	-11.77%	-10.47%	+1.14%	+4.24%	-0.47
Anchor	Multi Asset	₹12 Cr	-2.99%	-	-	+4.08%	-
Apex India	Equity	₹3 Cr	-6.46%	-	-	-7.21%	-
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	-4.03%	-	-	+0.13%	-

Quantitative Value

Custom Portfolio 17

Custom Portfolio 6

Custom Portfolio 3

Adaptive Momentum

Strategic Debt (Long term)

Custom portfolio 11

CM Flexi Cap Strategy

Short Term Debt

Custom Portfolio 5

Custom Portfolio 25

Surge India-NRI

All Weather Equity

Capitalmind Resilient

Custom portfolio 19

Custom Portfolio 20

Custom portfolio 21

Custom Portfolio 23

Custom Portfolio 24