Capitalmind Financial Services Private Limited • Equity
Custom Portfolio 25 is an equity portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 25 Jan 2022. As of 30 Sep 2026, it manages ₹1.82 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +3.33% over 1 year and +7.71% over 3 years (+5.32% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.65 percentage points ahead of its benchmark. Its 3-year return ranks 126th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹1 Rupees. The strategy is managed by Krishna Kishore Appala.
Ranked nearby on 3-year return: Fund of Funds (+7.80%), Invesco India Large Cap Core Portfolio (+7.76%), Narnolia 5TX5T Fund (+7.52%), Acepro Large Cap Strategy (+7.29%).
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 | -1.45% |
| 3 Months | -1.16% |
| 1 Year | +3.33% |
| 3 Years | +7.71% |
| Since Inception | +5.32% |
| management fee | Fixed Fees: Nil |
| performance fee | Variable Fees: Management fees : 0.5% |
| exit load | Nil |
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 callCustom Portfolio 25 has a 1-year return of +3.33%, a 3-year return of +7.71% and +5.32% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Custom Portfolio 25 returned +7.71% against +6.06% for the Nifty 50 TRI, 1.65 percentage points ahead. Over 1 year it returned +3.33% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Custom Portfolio 25's 3-year return of +7.71% ranks 126th as of 30 Sep 2026.
Custom Portfolio 25 is managed by Krishna Kishore Appala at Capitalmind Financial Services. The strategy manages ₹1.82 Cr of client assets as of 30 Sep 2026.
Custom Portfolio 25 manages ₹1.82 Cr of client assets as of 30 Sep 2026.
The fee structure for Custom Portfolio 25 includes: management fee: Fixed Fees: Nil; performance fee: Variable Fees: Management fees : 0.5%; exit load: Nil.
The minimum investment for Custom Portfolio 25 is ₹1 Rupees.
Custom Portfolio 25 was launched on 25 Jan 2022. It has a 4-year track record.
Description
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