- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Apex India
₹2.69 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Capitalmind Financial Services’ Apex India managed ₹2.69 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹2.69 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −6.46% | −6.03% | −0.43% |
| Since inception | −7.21% | −5.71% | −1.50% |
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 equity97.96%₹2.64 Cr
- Cash and other2.04%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- ₹2.90 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Apex India returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.46%; Since inception: −7.21%.
How much does Apex India manage?
₹2.69 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 Apex India?
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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