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Capitalmind Financial Services
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
2 November 2017
Min. Investment
₹50,00,000
AUM (Cr.)
₹809.24
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The investment strategy recalibrates return metrics to account for inherent price fluctuations. Subsequently, a monthly ranking of securities is generated in descending order of their adjusted performance. The top-performing equities, exhibiting robust momentum, are then selected for inclusion in the portfolio.

Investment Objective

The Capitalmind Momentum Portfolio operates as a systematic investment strategy. This approach identifies and invests in securities demonstrating superior performance, while simultaneously divesting from or initiating short positions in those exhibiting weaker trends, on a monthly rebalancing cycle.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.06% -0.28% -1.78%
3 MONTHS -2.42% 6.33% -8.75%
6 MONTHS -6.86% 2.92% -9.78%
1 YEAR -3.28% 11.88% -15.16%
2 YEAR 14.44% 10.98% 3.46%
3 YEAR 22.40% 14.32% 8.08%
5 YEAR 21.31% 14.68% 6.63%
SINCE INCEPTION 11.92% 13.22% -1.30%

Calendar Year Performance

Year Return
CY 2025 -3.28%
CY 2024 35.39%
CY 2023 39.99%
CY 2022 -3.59%
CY 2021 49.21%
CY 2020 7.70%
CY 2019 5.79%
CY 2018 -20.96%
CY 2017 5.60%

Financial Year Performance

Year Return
FY 26_YTD 11.18%
FY 25 10.87%
FY 24 60.05%
FY 23 -9.45%
FY 22 40.26%
FY 21 54.55%
FY 20 -23.75%
FY 19 -10.74%
FY 18 -3.88%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Krishna Appala

Fund Manager

With 13 years of professional experience, Krishna Appala possesses a robust background in equity research, portfolio management, and business analysis. His prior engagements with Publicis Sapient, Societe Generale, and Fiserv India have equipped him with specialized knowledge in financial strategy, risk management, and data-informed decision-making. Krishna's academic qualifications include an MBA from IMT Ghaziabad, a Postgraduate Diploma from IIIT Bangalore, and a B.Tech from JNTUK University.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
0
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
8 Yrs, 1 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)