- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Custom Portfolio 19
−1.81%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ Custom Portfolio 19 returned −1.81% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹21.34 crore across its clients.
Key numbers
- AUM
- ₹21.34 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 | −7.19% | −6.03% | −1.16% |
| 3 months | −2.16% | −4.91% | +2.75% |
| 6 months | +10.56% | +2.13% | +8.43% |
| 1 year | −1.81% | −7.09% | +5.28% |
| 2 years | −4.06% | −5.29% | +1.23% |
| 3 years | +4.19% | +6.06% | −1.87% |
| 4 years | +5.91% | +8.48% | −2.57% |
| Since inception | +9.34% | +9.32% | +0.02% |
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 equity99.55%₹21.24 Cr
- Cash and other0.45%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- 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 Custom Portfolio 19 returned?
−1.81% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.19%; 3 months: −2.16%; 6 months: 10.56%; 1 year: −1.81%; 2 years: −4.06%; 3 years: 4.19%; 4 years: 5.91%; Since inception: 9.34%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 5.28 percentage points ahead.
How much does Custom Portfolio 19 manage?
₹21.34 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 Custom Portfolio 19?
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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