- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Altitude
+3.37%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ Altitude returned 3.37% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹34.14 crore across its clients.
Key numbers
- AUM
- ₹34.14 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 1.46×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −5.13% | −6.03% | +0.90% |
| 3 months | −2.66% | −4.91% | +2.25% |
| 6 months | +13.10% | +2.13% | +10.97% |
| 1 year | +3.37% | −7.09% | +10.46% |
| Since inception | +9.16% | −0.18% | +9.34% |
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 funds98.09%₹33.49 Cr
- Cash and other1.94%₹0.66 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.38 Cr
- Outflow, Sep 2026
- ₹0.64 Cr
- Net, Sep 2026
- ₹0.74 Cr
- Net, FY to date
- ₹5.54 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.46×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Altitude returned?
3.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.13%; 3 months: −2.66%; 6 months: 13.10%; 1 year: 3.37%; Since inception: 9.16%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 10.46 percentage points ahead.
How much does Altitude manage?
₹34.14 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 Altitude?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app