Adjusts price returns for volatility, ranks them in descending order every month and picks the top stocks showing the strongest momentum
The Capitalmind Momentum Portfolio is a rule-based investing system that buys outperforming securities and avoids – or sell short –underperforming ones every month based on following the trend
Returns as on 2025-12-31
| 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% |
| 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% |
| 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 Manager
Krishna Appala has 13 years of experience spanning equity research, portfolio management, and business analysis. Previously, he held roles at Publicis Sapient, Societe Generale, and Fiserv India, building expertise in financial strategy, risk management, and data-driven decision-making. Krishna holds an MBA from IMT Ghaziabad, a PG Diploma from IIIT Bangalore, and a B.Tech from JNTUK University.
AMC: 1.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
Year 1: 0%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
