- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Adaptive Momentum
+7.31%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ Adaptive Momentum returned 7.31% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹229 crore across its clients.
Key numbers
- AUM
- ₹229 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 4.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −0.17% | −6.03% | +5.86% |
| 3 months | +3.00% | −4.91% | +7.91% |
| 6 months | +18.69% | +2.13% | +16.56% |
| 1 year | +7.31% | −7.09% | +14.40% |
| 2 years | −7.68% | −5.29% | −2.39% |
| 3 years | +7.98% | +6.06% | +1.92% |
| 4 years | +10.55% | +8.48% | +2.07% |
| 5 years | +7.24% | +6.38% | +0.86% |
| Since inception | +17.14% | +11.32% | +5.82% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.90%₹227 Cr
- Cash and other1.10%₹2.53 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.32 Cr
- Outflow, Sep 2026
- ₹5.75 Cr
- Net, Sep 2026
- −₹5.43 Cr
- Net, FY to date
- −₹47.77 Cr
- Turnover, month
- 0.23×
- Turnover, past year
- 4.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Adaptive Momentum returned?
7.31% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.17%; 3 months: 3.00%; 6 months: 18.69%; 1 year: 7.31%; 2 years: −7.68%; 3 years: 7.98%; 4 years: 10.55%; 5 years: 7.24%; Since inception: 17.14%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 14.40 percentage points ahead.
How much does Adaptive Momentum manage?
₹229 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Adaptive Momentum?
Capitalmind Financial Services, a SEBI-registered portfolio manager (INP000005847), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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