PMS · Equity · Multi Cap
Capitalmind Resilient
Fund size₹13 Cr
Alpha (3Y)−1.43%
3Y return11.26%
Fund age3 yrs 8 mo
Fund Manager
Anoop Vijaykumar
Anoop Vijaykumar
Fund Manager, Capitalmind
He has worked as a Business Strategy & Operations Consultant with Kearney, and has held various leadership roles at Honeywell, Zomato, and Microsoft. He completed his MBA from the Indian School of Business, and a Bachelor of Engineering from Mumbai University. Prior to joining the capitalmind team he also wrote about investing on his site thecalmivestor.com
Managing AUM₹239 Cr
Growth of₹Cr
Capitalmind Resilient
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Capitalmind Resilient—−1.42%6.58%11.26%—5.31%
NIFTY 50 TRI−12.33%11.08%16.90%15.56%—11.20%
Excess over benchmark—−12.50%−10.32%−4.30%—−5.89%
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
13.00%
Benchmark approx 12.74%
A standard deviation reflecting historical swings.
Sensitivity
0.75
Beta vs benchmark 1.00 · 25% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.44
Sharpe
Excess return gained per unit of volatility.
Capture ratio
76 / 78
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 −21.70% from its 29 Sep 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−21.70%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme29 Sep 202428 Feb 2025−21.70%152 days––
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak29 Sep 2024
Trough28 Feb 2025
Depth−21.70%
Fell over152 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 · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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