Capitalmind Financial Services Private Limited — PMS strategies
Capitalmind Financial Services Private Limited is a SEBI-registered portfolio manager running 17 strategies in our tracker, holding ₹1,782 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 17 strategies from Capitalmind Financial Services Private Limited
- Surge India₹671 CrAUM19.5%3Y
- All Weather Equity₹290 CrAUM15.1%3Y
- Adaptive Momentum₹240 CrAUM10.8%3Y
- India Indices₹215 CrAUM15.1%3Y
- CM Flexi Cap Strategy₹197 CrAUM—3Y
- Strategic Debt (Long term)Hybrid₹48 CrAUM7.7%3Y
- Altitude₹33 CrAUM—3Y
- Custom portfolio 19₹22 CrAUM6.1%3Y
- Arbitrage₹18 CrAUM—3Y
- Surge India-NRI₹18 CrAUM—3Y
- Custom Portfolio 24₹11 CrAUM—3Y
- AnchorHybrid₹9 CrAUM—3Y
- Short Term DebtHybrid₹8 CrAUM6.6%3Y
- Custom Portfolio 25₹2 CrAUM8.6%3Y
- Global₹1 CrAUM34.0%3Y
- Custom Portfolio 7₹0 CrAUM0.0%3Y
- CM SCHEMES NDPMS₹0 CrAUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.