- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Custom Portfolio 7
₹0.25 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Capitalmind Financial Services’ Custom Portfolio 7 managed ₹0.25 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹0.25 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 | — | −6.03% | — |
| 3 months | — | −4.91% | — |
| 6 months | — | +2.13% | — |
| 1 year | — | −7.09% | — |
| 2 years | — | −5.29% | — |
| 3 years | — | +6.06% | — |
| 4 years | — | +8.48% | — |
| 5 years | — | +6.38% | — |
| Since inception | — | +10.79% | — |
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
- Cash and other100.00%₹0.25 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.26 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
How much does Custom Portfolio 7 manage?
₹0.25 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 7?
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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