Capitalmind Financial Services PMS strategies
Capitalmind Financial Services runs 28 portfolio management strategies listed with APMI, managing ₹1,819 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Surge India | Equity | Krishna Kishore Appala | ₹683 Cr | +15.74% | +9.68 pts | See strategy | ₹1 Rupees | Sep 2026 |
| All Weather Equity | Equity | Krishna Kishore Appala | ₹292 Cr | +11.76% | +5.70 pts | See strategy | ₹1 Rupees | Sep 2026 |
| Adaptive Momentum | Equity | Krishna Kishore Appala | ₹229 Cr | +7.98% | +1.92 pts | See strategy | ₹1 Rupees | Sep 2026 |
| India Indices | Equity | Krishna Kishore Appala | ₹193 Cr | +12.28% | +6.22 pts | See strategy | ₹1 Rupees | Sep 2026 |
| CM Flexi Cap Strategy | Equity | Krishna Kishore Appala | ₹193 Cr | — | — | See strategy | ₹50 Lakhs | Sep 2026 |
| Strategic Debt (Long term) | Debt | — | ₹49.46 Cr | +6.67% | — | — | ₹50 Lakhs | — |
| Custom Portfolio 23 | Debt | — | ₹40.65 Cr | — | — | — | ₹1 Rupees | — |
| Altitude | Equity | Krishna Kishore Appala | ₹34.15 Cr | — | — | See strategy | ₹1 Rupees | Sep 2026 |
| Custom portfolio 19 | Equity | Krishna Kishore Appala | ₹21.34 Cr | +4.19% | -1.87 pts | See strategy | ₹1 Rupees | Sep 2026 |
| Surge India-NRI | Equity | Krishna Kishore Appala | ₹20.67 Cr | — | — | 2% fixed | ₹50 Lakhs | Sep 2026 |
| Arbitrage | Equity | Krishna Kishore Appala | ₹19.15 Cr | — | — | See strategy | ₹1 Rupees | Sep 2026 |
| Custom Portfolio 24 | Equity | Krishna Kishore Appala | ₹10.58 Cr | — | — | See strategy | ₹1 Rupees | Sep 2026 |
| Short Term Debt | Debt | — | ₹8.08 Cr | +6.54% | — | — | ₹50 Lakhs | — |
| Custom portfolio 11 | Debt | — | ₹5.5 Cr | +7.40% | — | — | ₹1 Rupees | — |
| Custom Portfolio 3 | Debt | — | ₹5.03 Cr | +7.89% | — | — | ₹1 Rupees | — |
| Anchor | Multi Asset | — | ₹3.59 Cr | — | — | — | ₹50 Lakhs | — |
| Custom Portfolio 17 | Equity | — | ₹2.99 Cr | +24.32% | — | — | ₹1 Rupees | — |
| Apex India | — | Krishna Kishore Appala | ₹2.69 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Custom Portfolio 25 | Equity | Krishna Kishore Appala | ₹1.82 Cr | +7.71% | +1.65 pts | See strategy | ₹1 Rupees | Sep 2026 |
| Quantitative Value | Equity | — | ₹1.34 Cr | — | — | — | ₹1 Rupees | — |
| Custom Portfolio 5 | Debt | — | ₹1.02 Cr | +7.22% | — | — | ₹1 Rupees | — |
| Global | Equity | Krishna Kishore Appala | ₹0.9 Cr | +33.19% | +27.13 pts | See strategy | ₹1 Rupees | Sep 2026 |
| Custom Portfolio 6 | Debt | — | ₹0.32 Cr | +7.56% | — | — | ₹1 Rupees | — |
| Custom Portfolio 7 | — | Krishna Kishore Appala | ₹0.25 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Sticker Shock | Equity | — | ₹0.13 Cr | +1.14% | — | — | ₹1 Rupees | — |
| Custom Portfolio 20 | Equity | — | ₹0.02 Cr | — | — | — | ₹1 Rupees | — |
| Custom portfolio 21 | Equity | — | ₹0.02 Cr | — | — | — | ₹1 Rupees | — |
| Capitalmind Resilient | Equity | — | — | +5.54% | — | See strategy | ₹1 Rupees | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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