Strategy performance
Custom Portfolio 19
Capitalmind Financial Services Private Limited · AUM ₹23.0 Cr · as of Sep 2026
Our read
₹100 grew to ₹147.0 since inception (+9.3% CAGR), behind its filed benchmark on the same window, with a max drawdown of −16.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+4.2%
−2.1% vs benchmark
Since inception
+9.3%
Max drawdown
−16.7%
Volatility
+16.1%
Peer position
Loading peer ranks…
Performance
Custom Portfolio 19₹147.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.6% | +1.4% | −13.7% | +8.9% | −1.2% | +5.0% | +2.5% | +2.9% | −7.2% | −5.8% | |||
| 2025 | +1.9% | −4.4% | +6.5% | +3.2% | +1.7% | +2.1% | −3.7% | −2.1% | +0.1% | +3.6% | +0.5% | +0.2% | +9.5% |
| 2024 | −3.3% | −1.9% | +2.5% | +3.5% | −2.5% | +9.4% | +0.5% | +0.7% | +5.0% | −9.4% | −1.5% | +0.1% | +1.9% |
| 2023 | −4.7% | −1.6% | +1.5% | +5.1% | +4.3% | +4.3% | +1.9% | +0.4% | +1.1% | −2.4% | +5.4% | +4.8% | +21.3% |
| 2022 | −3.1% | +13.9% | +7.0% | −1.1% | +1.9% | −0.6% | −2.5% | +15.4% |
Metrics
Tearsheet- 1M return
- −7.2%
- 3M return
- −2.2%
- 6M return
- +10.6%
- 1Y return
- −1.8%
- 2Y CAGR
- −4.1%
- 3Y CAGR
- +4.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.3%
- Total return
- +47.0%
- Average month
- +0.8%
- Median month
- +0.9%
- Average up month
- +3.4%
- Best month
- +14.0%
- Best rolling 12M
- +29.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Custom Portfolio 19 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio 19 performed?
- Custom Portfolio 19 (Capitalmind Financial Services Private Limited) shows CAGR 9.29% and max drawdown -16.75% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Custom Portfolio 19 CAGR / max drawdown?
- CAGR is 9.29%; max drawdown is -16.75%. We only publish CAGR when there are enough months (≥12 on this track of 52 months). Learn more
- Where do Custom Portfolio 19 returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Custom Portfolio 19?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more