Capitalmind Financial Services Private Limited — PMS strategies

Capitalmind Financial Services Private Limited is a SEBI-registered portfolio manager running 20 strategies in our tracker, holding ₹1,767 Cr in aggregate AUM across the 19 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 20 strategies from Capitalmind Financial Services Private Limited

• Surge India₹683 CrAUM15.7%3Y
• All Weather Equity₹292 CrAUM11.8%3Y
• Adaptive Momentum₹229 CrAUM8.0%3Y
• India Indices₹193 CrAUM12.3%3Y
• CM Flexi Cap Strategy₹193 CrAUM—3Y
• Strategic Debt (Long term)Hybrid₹46 CrAUM7.2%3Y
• Altitude₹34 CrAUM—3Y
• Custom portfolio 19₹21 CrAUM4.2%3Y
• Surge India-NRI₹21 CrAUM—3Y
• Arbitrage₹19 CrAUM—3Y
• AnchorHybrid₹12 CrAUM—3Y
• Custom Portfolio 24₹11 CrAUM—3Y
• CUSTOM MF EQUITY AND HYBRID NDPMSHybrid₹4 CrAUM—3Y
• Short Term DebtHybrid₹3 CrAUM6.5%3Y
• Apex India₹3 CrAUM—3Y
• Custom Portfolio 25₹2 CrAUM7.7%3Y
• Global₹1 CrAUM33.2%3Y
• CUSTOM MF DEBT AND ARBITRAGE NDPMSHybrid₹0 CrAUM—3Y
• Custom Portfolio 7₹0 CrAUM0.0%3Y
• CM SCHEMES NDPMS—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 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.