- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
All Weather Equity
−0.45%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ All Weather Equity returned −0.45% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹292 crore across its clients.
Key numbers
- AUM
- ₹292 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 0.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −5.77% | −6.03% | +0.26% |
| 3 months | −3.15% | −4.91% | +1.76% |
| 6 months | +9.49% | +2.13% | +7.36% |
| 1 year | −0.45% | −7.09% | +6.64% |
| 2 years | −1.68% | −5.29% | +3.61% |
| 3 years | +11.76% | +6.06% | +5.70% |
| 4 years | +13.64% | +8.48% | +5.16% |
| Since inception | +14.61% | +9.43% | +5.18% |
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
- Mutual funds99.72%₹291 Cr
- Cash and other0.29%₹0.83 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.42 Cr
- Outflow, Sep 2026
- ₹3.10 Cr
- Net, Sep 2026
- −₹1.69 Cr
- Net, FY to date
- ₹23.84 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has All Weather Equity returned?
−0.45% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.77%; 3 months: −3.15%; 6 months: 9.49%; 1 year: −0.45%; 2 years: −1.68%; 3 years: 11.76%; 4 years: 13.64%; Since inception: 14.61%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 6.64 percentage points ahead.
How much does All Weather Equity manage?
₹292 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 All Weather Equity?
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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