CapitalMind Momentum



Edge & Philosophy

0

Cost efficient | Goal based planning | Information transparency | Momentum

Volatility Returns Returns / Volatility Max Drawdown Returns / MaxDD AUM (Cr)
10.5% 20.6% 2 -11.8% 1.7 32
Best Rolling
6 months		 Best Rolling
12 months		 Worst Rolling
6 months		 Worst Rolling
12 months		 90th Percentile
Return		 10th Percentile
Return
44.1% 0% -6.6% 0%
Return Disturbution
1 Month 3 Month 6 Month 1 Year 2 Years 3 Years 5 Years
-2.5% 8.7% 37.2% 28.2% NA NA NA
Scorecard
Track Record Communication Team Org Fund Manager Performance Boutiqueness AUM Size Total Score
1 1.5 3 4 3 4 1.5 18
Other Fund Details
Reg No Type Style Model Portfolio Fund Manager Tenure (Yrs) Team Size
INP000005847 Growth Multicap Yes Anoop VijayKumar 1
Avg. Stocks Brokerage (bps) Churn Rate (%) Min Investment (lacs) NRI Allowed Max Stock Wt (%) Max Sector Wt (%)
15 1 20-30%(PM) 50 No 6 NA
Holdings
Stocks Weight Sector Weight
Fee Structure
Mgmt Fee Hurdle Perf Fee Catchup High Watermark
1% 0% 0% No Yes
0% 0% 0%
0% 0% 0%
Social Media
Website https://www.capitalmindwealth.com/momentum/
Twitter https://twitter.com/capmindwealth
Blog https://medium.com/capitalmind-wealth-blog
Newsletter Unavailable
Factsheet Unavailable
Presentation https://drive.google.com/file/d/1MtDwL1P3ncaUJjviFiTEvRhXKd3vFMCF/view
Sources :