- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Custom Portfolio 25
+3.33%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ Custom Portfolio 25 returned 3.33% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹1.82 crore across its clients.
Key numbers
- AUM
- ₹1.82 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 0.11×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −1.45% | −6.03% | +4.58% |
| 3 months | −1.16% | −4.91% | +3.75% |
| 6 months | +2.00% | +2.13% | −0.13% |
| 1 year | +3.33% | −7.09% | +10.42% |
| 2 years | +7.17% | −5.29% | +12.46% |
| 3 years | +7.71% | +6.06% | +1.65% |
| 4 years | +4.59% | +8.48% | −3.89% |
| Since inception | +5.32% | +7.21% | −1.89% |
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 equity97.85%₹1.78 Cr
- Cash and other2.15%₹0.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.22 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.11×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Custom Portfolio 25 returned?
3.33% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.45%; 3 months: −1.16%; 6 months: 2.00%; 1 year: 3.33%; 2 years: 7.17%; 3 years: 7.71%; 4 years: 4.59%; Since inception: 5.32%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 10.42 percentage points ahead.
How much does Custom Portfolio 25 manage?
₹1.82 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 25?
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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