PMS Company
Capitalmind Financial Services
Rules-based and research-driven strategies spanning momentum, all-weather allocation and small/mid-cap growth.
- Strategies
- 3
- Fund managers
- 1
- SEBI registration
- Verify on the SEBI Portfolio Managers list
- Official website
- Visit ↗
Overview
Capitalmind Financial Services runs 3 portfolio management strategies in our database, spanning 3 categories (Mid & Small Cap, Quant / Momentum, Multi Cap). Across the 3 of its strategies with a three-year record, the average three-year annualised return is 12.97%, ranging from +8.39% (Capitalmind Adaptive Momentum) to +15.80% (Capitalmind Surge India). Rules-based and research-driven strategies spanning momentum, all-weather allocation and small/mid-cap growth. All figures are sourced from public disclosures and dated; PMS in India carries a ₹50 lakh minimum and market risk.
Ranked by 3-year CAGR among this company's strategies with at least 3 years of history. Not an investment recommendation.
Krishna Appala · Mid & Small Cap · Benchmark N/A
1Y
+2.60%
3Y CAGR
+15.80%
5Y CAGR
+14.60%
As of 29 September 2026 · Source: Capitalmind (official)
Fund managers
Strategies
| Strategy | Manager | Category | 1Y | 3Y CAGR | 5Y CAGR | As of |
|---|---|---|---|---|---|---|
| Capitalmind Surge India | Krishna Appala | Mid & Small Cap | +2.60% | +15.80% | +14.60% | 29 September 2026 |
| Capitalmind Adaptive Momentum | Krishna Appala | Quant / Momentum | +6.56% | +8.39% | +8.01% | 31 August 2026 |
| Capitalmind All Weather Equity | Krishna Appala | Multi Cap | +7.19% | +14.73% | N/A | 31 August 2026 |
Returns ≤1 year are absolute; multi-year returns are annualised (CAGR). Data as of each row's date. Past performance is not indicative of future results.
Frequently asked questions
How many PMS strategies does Capitalmind Financial Services offer?
We track 3 Capitalmind Financial Services strategies across Mid & Small Cap, Quant / Momentum, Multi Cap. You can see each one, with returns and the fund manager, in the table on this page.
Which Capitalmind Financial Services strategy has performed best?
By three-year annualised return in our dataset, Capitalmind Surge India leads with +15.80% (as of 29 September 2026). This is a factual ranking of reported returns, not a recommendation — past performance is not indicative of future results.
What is the minimum investment for Capitalmind Financial Services PMS?
As with every Portfolio Management Service in India, SEBI mandates a minimum investment of ₹50 lakh.
Is Capitalmind Financial Services PMS registered with SEBI?
Portfolio Managers in India must be registered with SEBI. You can verify Capitalmind Financial Services's current registration on the official SEBI list of registered Portfolio Managers linked on this page.
Disclosure. Past performance is not indicative of future results. PMS investments are subject to market risks. This information is for research and education only and is not investment advice or a recommendation. Verify current details on Capitalmind Financial Services's official website and the SEBI list of registered Portfolio Managers.
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