Capitalmind Financial Services Private Limited • Equity
Global is an equity portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 3 Apr 2019. As of 30 Sep 2026, it manages ₹0.9 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +30.97% over 1 year, +33.19% over 3 years and +20.47% over 5 years (+24.97% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 27.13 percentage points ahead of its benchmark. Its 3-year return ranks 2nd 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: Alpha Portfolio (+106.16%), 360 ONE Open - Managed Solutions Global Equity (+29.77%), Aggressive Long Term Capital Appreciation (+27.20%).
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 | -3.34% |
| 3 Months | -1.42% |
| 1 Year | +30.97% |
| 3 Years | +33.19% |
| 5 Years | +20.47% |
| Since Inception | +24.97% |
| management fee | Fixed Fees: Nil |
| performance fee | Variable Fees: Management fees : 1% |
| 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 callGlobal has a 1-year return of +30.97%, a 3-year return of +33.19%, a 5-year return of +20.47% and +24.97% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Global returned +20.47% against +6.38% for the Nifty 50 TRI, 14.09 percentage points ahead. Over 3 years it returned +33.19% against +6.06%; Over 1 year it returned +30.97% 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, Global's 3-year return of +33.19% ranks 2nd as of 30 Sep 2026.
Global is managed by Krishna Kishore Appala at Capitalmind Financial Services. The strategy manages ₹0.9 Cr of client assets as of 30 Sep 2026.
Global manages ₹0.9 Cr of client assets as of 30 Sep 2026.
The fee structure for Global includes: management fee: Fixed Fees: Nil; performance fee: Variable Fees: Management fees : 1%; exit load: Nil.
The minimum investment for Global is ₹1 Rupees.
Global was launched on 3 Apr 2019. It has a 7-year track record.
Description
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