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Global EQUITY

CAPITALMIND FINANCIAL SERVICES PRIVATE LIMITED
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Benchmark NIFTY TOTAL RETURN INDEX
Profile
Min. Investment 50,00,000
Profile
AUM (Cr.) 0.65
Profile
Inception Date --
Investment Approach Trailing Returns %
Duration Investment Approach Benchmark Alpha
1 Month 2.81% -11.3% 14.11%
3 Months -0.27% -14.44% 14.17%
6 Months 3.94% -9.02% 12.96%
1 Year 25.51% -3.99% 29.5%
2 Year 23.06% 1.19% 21.87%
3 Year 28.91% 10.03% 18.88%
5 Year 18.31% 10.01% 8.3%
Since Inception 22.86% 11.04% 11.82%
Investment Approach vs Benchmark
Year Wise One Month Performance
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2026 -- -- 2.81% -- -- -- -- -- -- -- -- --
Benchmark -- -- -11.3% -- -- -- -- -- -- -- -- --
Alpha -- -- 14.11% -- -- -- -- -- -- -- -- --
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Year And Month Wise Aum (Cr) Performance
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2026 -- -- 0.7 -- -- -- -- -- -- -- -- --

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