Capstocks And Securities India Private Limited • Equity
Capstocks-PMS is an equity portfolio management service (PMS) strategy run by Capstocks And Securities India Private Limited, launched on 7 Dec 2004. As of 30 Sep 2026, it manages ₹77.9 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +3.76% over 1 year, +11.82% over 3 years and +10.06% over 5 years (+13.22% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 2.61 percentage points ahead of its benchmark. Its 3-year return ranks 216th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rajendran V.
Ranked nearby on 3-year return: Motilal Oswal Small cap Multifactor Strategy (+11.93%), NDPMS (+11.85%), ICICI Prudential PMS Wellness Strategy (+11.81%), SMC-Customised (+11.79%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.48% |
| 3 Months | -3.47% |
| 1 Year | +3.76% |
| 3 Years | +11.82% |
| 5 Years | +10.06% |
| Since Inception | +13.22% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCapstocks-PMS has a 1-year return of +3.76%, a 3-year return of +11.82%, a 5-year return of +10.06% and +13.22% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Capstocks-PMS returned +10.06% against +8.91% for the BSE 500 TRI, 1.15 percentage points ahead. Over 3 years it returned +11.82% against +9.21%; Over 1 year it returned +3.76% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Capstocks-PMS's 3-year return of +11.82% ranks 216th as of 30 Sep 2026.
Capstocks-PMS is managed by Rajendran V at Capstocks And Securities India. The strategy manages ₹77.9 Cr of client assets as of 30 Sep 2026.
Capstocks-PMS manages ₹77.9 Cr of client assets as of 30 Sep 2026.
The minimum investment for Capstocks-PMS is ₹50 Lakhs.
Capstocks-PMS was launched on 7 Dec 2004. It has a 21-year track record.
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