Capitalmind Financial Services
Capitalmind Adaptive Momentum
- Portfolio manager
- Krishna Appala
- Benchmark
- Not publicly available
- Minimum investment
- Rs 50 lakh (SEBI minimum)
- Inception
- Not publicly available
Performance
As of 31 August 2026Absolute return
- 1 Year+6.56%
Annualised (CAGR)
- 2 Year−7.99%
- 3 Year+8.39%
- 5 Year+8.01%
- Since inceptionN/A
Our analysis
Capitalmind Adaptive Momentum is a Quant / Momentum portfolio management service offered by Capitalmind Financial Services, managed by Krishna Appala. Over the last three years it has returned +8.39% annualised, and +8.01% annualised over five years (as of 31 August 2026). Like all PMS products in India, it requires a minimum investment of ₹50 lakh and carries the market risk of a concentrated equity portfolio.
Recent trajectory
Its last twelve months (+6.56%) are broadly in step with its three-year annualised pace (+8.39%), pointing to a relatively steady recent trajectory.
Consistency
Across the 4 return periods we track, 3 are positive. Its strongest reading is the 3-year figure (+8.39%) and its weakest is the 2-year figure (−7.99%).
Illustration — growth of the ₹50 lakh minimum
At this strategy's reported three-year annualised rate of 8.39%, ₹50 lakh compounding for three years would reach about ₹63.7 lakh before fees and taxes.
An illustration of the reported rate, not a forecast. Actual results vary; past performance is not indicative of future results.
Who it typically suits
Quant / Momentum strategies like this one generally suit investors who are comfortable with a rules-based, systematic approach that follows price and factor signals rather than manager discretion.
Fund manager
Fund Manager / Head of Research
- Previously
- Capitalmind
- Investment philosophy
- Rules-based and research-driven equity strategies.
Investment approach
Rules-based and research-driven strategies spanning momentum, all-weather allocation and small/mid-cap growth.
Risk information
Equity PMS strategies carry market risk and can be volatile; concentrated and mid/small-cap portfolios more so. Maximum drawdown and other risk statistics are not publicly available in this dataset — refer to the strategy's disclosure document.
Frequently asked questions
Who manages the Capitalmind Adaptive Momentum?
The strategy is managed by Krishna Appala at Capitalmind Financial Services.
What have the returns of Capitalmind Adaptive Momentum been?
As of 31 August 2026, the strategy has delivered +6.56% over one year and +8.39% annualised over three years, with a five-year annualised return of +8.01%. Returns of one year or less are absolute; longer periods are CAGR. Past performance is not indicative of future results.
What is the minimum investment for Capitalmind Adaptive Momentum?
SEBI mandates a minimum investment of ₹50 lakh for any Portfolio Management Service in India, and this strategy is no exception (the firm states: Rs 50 lakh (SEBI minimum)).
How much would ₹50 lakh have grown at this strategy's three-year rate?
If ₹50 lakh had compounded at the strategy’s three-year annualised rate of 8.39% for three years, it would be worth about ₹63.7 lakh before fees and taxes. This is an illustration of the reported rate, not a prediction — actual results vary and past performance is not indicative of future results.
Is Capitalmind Adaptive Momentum suitable for me?
Quant / Momentum strategies like this one generally suit investors who are comfortable with a rules-based, systematic approach that follows price and factor signals rather than manager discretion. Whether it fits your specific goals, horizon and risk appetite is a personal decision — consider speaking to a SEBI-registered adviser or distributor before investing.
Important disclosures
Past performance is not indicative of future results. PMS investments are subject to market risks. Performance data is provided for informational purposes and should not be construed as investment advice or a recommendation to invest. Investors should review the relevant PMS disclosure documents and consult an appropriately qualified professional before making investment decisions.
Back to all PMS strategies