Capitalmind Financial Services Private Limited • Equity
CM Flexi Cap Strategy is an equity portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 6 Aug 2025. As of 30 Sep 2026, it manages ₹193 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +5.19% over 1 year (+2.34% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 12.28 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Krishna Kishore Appala.
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 | -4.50% |
| 3 Months | +1.17% |
| 1 Year | +5.19% |
| Since Inception | +2.34% |
| performance fee | Variable Fees: Management fee 0% |
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 callCM Flexi Cap Strategy has a 1-year return of +5.19% and +2.34% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, CM Flexi Cap Strategy returned +5.19% against -7.09% for the Nifty 50 TRI, 12.28 percentage points ahead. Figures as of 30 Sep 2026.
CM Flexi Cap Strategy is managed by Krishna Kishore Appala at Capitalmind Financial Services. The strategy manages ₹193 Cr of client assets as of 30 Sep 2026.
CM Flexi Cap Strategy manages ₹193 Cr of client assets as of 30 Sep 2026.
The fee structure for CM Flexi Cap Strategy includes: performance fee: Variable Fees: Management fee 0%.
The minimum investment for CM Flexi Cap Strategy is ₹50 Lakhs.
CM Flexi Cap Strategy was launched on 6 Aug 2025. It has a 1-year track record.
Description
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