Manager
Capitalmind Financial Services
Service
Discretionary
Asset class
Equity

Custom Portfolio 24

₹10.58 Cr

Assets under management

Reported to SEBI · 30 Sep 2026

Capitalmind Financial Services’ Custom Portfolio 24 managed ₹10.58 crore across its clients at 30 Sep 2026.

Key numbers

AUM
₹10.58 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

Custom Portfolio 24 returns against the Nifty Total Return Index
PeriodThis strategyNifty Total Return IndexDifference
1 month−4.03%−6.03%+2.00%
3 months−0.42%−4.91%+4.49%
6 months+13.12%+2.13%+10.99%
Since inception+0.13%−12.05%+12.18%

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 funds99.95%
  • Cash and other0.05%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
−₹0.40 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 Custom Portfolio 24 returned?

As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.03%; 3 months: −0.42%; 6 months: 13.12%; Since inception: 0.13%.

How much does Custom Portfolio 24 manage?

₹10.58 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 24?

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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