- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
CM Flexi Cap Strategy
+5.19%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ CM Flexi Cap Strategy returned 5.19% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹193 crore across its clients.
Key numbers
- AUM
- ₹193 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 0.89×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −4.50% | −6.03% | +1.53% |
| 3 months | +1.17% | −4.91% | +6.08% |
| 6 months | +6.77% | +2.13% | +4.64% |
| 1 year | +5.19% | −7.09% | +12.28% |
| Since inception | +2.31% | −5.83% | +8.14% |
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 funds99.73%₹192 Cr
- Cash and other0.27%₹0.52 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.28 Cr
- Outflow, Sep 2026
- ₹3.67 Cr
- Net, Sep 2026
- −₹2.40 Cr
- Net, FY to date
- −₹2.20 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.89×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has CM Flexi Cap Strategy returned?
5.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.50%; 3 months: 1.17%; 6 months: 6.77%; 1 year: 5.19%; Since inception: 2.31%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 12.28 percentage points ahead.
How much does CM Flexi Cap Strategy manage?
₹193 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 CM Flexi Cap Strategy?
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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