PMS · Equity · Large Cap
Capitalmind - Market
Fund size₹232 Cr
Alpha (3Y)3.22%
3Y return19.52%
Fund age6 yrs 2 mo
Fund Manager
Growth of₹Cr
Capitalmind Market
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Capitalmind Market | — | 10.20% | 23.86% | 19.52% | 21.53% | 16.57% |
| NIFTY 50 TRI | −12.33% | 11.08% | 16.90% | 15.56% | 22.32% | 15.25% |
| Excess over benchmark | — | −0.88% | 6.96% | 3.96% | −0.79% | 1.32% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2025.
Risk : What you take on to earn the return
Volatility
14.72%
Benchmark approx 12.82%
A standard deviation reflecting historical swings.
Sensitivity
1.04
Beta vs benchmark 1.00 · 4% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.90
Sharpe
Excess return gained per unit of volatility.
Capture ratio
116 / 107
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −15.48% from its 30 Oct 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−15.48%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −15.48% | 121 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−15.48%
Fell over121 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 May 2025
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee0.25% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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