- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Global
+30.97%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ Global returned 30.97% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹0.90 crore across its clients.
Key numbers
- AUM
- ₹0.90 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 0.81×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −3.34% | −6.03% | +2.69% |
| 3 months | −1.42% | −4.91% | +3.49% |
| 6 months | +26.01% | +2.13% | +23.88% |
| 1 year | +30.97% | −7.09% | +38.06% |
| 2 years | +32.64% | −5.29% | +37.93% |
| 3 years | +33.19% | +6.06% | +27.13% |
| 4 years | +31.86% | +8.48% | +23.38% |
| 5 years | +20.47% | +6.38% | +14.09% |
| Since inception | +24.97% | +10.58% | +14.39% |
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 equity99.75%₹0.90 Cr
- Cash and other0.25%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.01 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.81×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Global returned?
30.97% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.34%; 3 months: −1.42%; 6 months: 26.01%; 1 year: 30.97%; 2 years: 32.64%; 3 years: 33.19%; 4 years: 31.86%; 5 years: 20.47%; Since inception: 24.97%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 38.06 percentage points ahead.
How much does Global manage?
₹0.90 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 Global?
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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