- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Hybrid
Anchor
₹12.07 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Capitalmind Financial Services’ Anchor managed ₹12.07 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹12.07 Cr
- Benchmark
- Nifty Multi Asset
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Multi Asset | Difference |
|---|---|---|---|
| 1 month | −2.99% | −2.85% | −0.14% |
| 3 months | −0.89% | −1.23% | +0.34% |
| 6 months | +5.78% | +6.24% | −0.46% |
| Since inception | +4.08% | +4.79% | −0.71% |
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 funds97.56%₹11.78 Cr
- Cash and other2.44%₹0.30 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.15 Cr
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- ₹1.10 Cr
- Net, FY to date
- ₹11.91 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Anchor returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.99%; 3 months: −0.89%; 6 months: 5.78%; Since inception: 4.08%.
How much does Anchor manage?
₹12.07 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 Anchor?
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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