Analysis & Commentary
The Returns You See Vs. The Returns You Keep
The advice to "stay invested" is easy to give. It's also suspiciously convenient when it comes...
John Doe
Adaptive Momentum
Engineered to Track, Capture, and Benefit from Market Momentum
A data-driven strategy that identifies and invests in strong momentum stocks to capture sustained trends, with one of India's longest real-money track records since 2019.
Navigating India with Structured Conviction & Philosophy
A 30+ stock fundamental portfolio across market caps, focused on companies driving India’s next wave of structural growth.
Quantitative Portfolio Selection
From financialization, logistics transformation to Import Substitution and broader shifts in domestic consumption, the multi-decadal changes likely to transform India.
Fluid across Market Caps and Sectors
We look for managements that walk the talk when it comes to doing what they say. We also prefer managements who act as fiduciaries for their shareholders.
Waters the flowers, Pulls the weeds
We look for companies with large addressable markets, strong track records of execution and at an inflection point of potential growth. That growth potential needs to be matched with execution.
Dynamic Risk Management
Up to 20% of the portfolio is allocated to opportunities arising out of corporate actions including mergers or demergers, spin-offs of individual business.
How Adaptive Momentum Helps
Breaking The Norm, With Our Approach
A focused play on India’s key growth themes across sectors designed to capture long-term structural opportunities with discipline.
Robust Momentum Methodology
Unlike Conventional momentum investing, our strategy utilizes a composite return metric adjusted for volatility.
Entry filters
Incorporates short-term price and volume filters to reduce downside volatility and avoid sharp post-entry reversals.
Iterative Review & Improvement Process
Refined through rigorous quantitative back-testing that accounts for real-world execution, enhancing overall risk–reward outcomes.
Portfolio-level Risk Management
Rules-based shifts during market declines to limit downside, with capped exposure to sectors and groups to manage concentration risk.
Performance as of March 31 2026
The result of staying disciplined through evolving market cycles.
A 7-year view of Surge India’s periodic returns compared against the NIFTY50 TRI, across market cycles.
2520151050-5-10-15
3 Months6 Months1 Year2 Years3 Years4 Years5 Years6 Years7 Years
| Period | Surge India | NIFTY50 TRI |
|---|---|---|
| 3 Months | -5.4% | -7.8% |
| 6 Months | -11.2% | -5.3% |
| 1 Year | 6% | 7.3% |
| 2 Years | 3.8% | 2.6% |
| 3 Years | 20.6% | 10.9% |
| 4 Years | 12.1% | 8.5% |
| 5 Years | 16.3% | 10.9% |
| 6 Years | 20.6% | 17.8% |
| 7 Years | 15.5% | 10.9% |
We help you uncover gaps in your wealth plan
Your investments sit across five different apps, three banks, and a folder of paper statements. No single view tells you what you actually own.
You’re fine with an investing strategy that is based on behavioral economics rather than company analysis
Advisors are quick to recommend new investments, but slow to tell you when to exit, rebalance, or protect what you've already built.
Nobody is watching your portfolio end-to-end — tracking risk, tax efficiency, and asset allocation as one connected plan.
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Frequently Asked Questions
SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services, including Adaptive Momentum.
You'll receive a Monthly Fund Manager report, along with full visibility into your holdings at any time.
Yes. PMS investments are not locked in — you can redeem your holdings, subject to standard settlement timelines.
Yes, Capitalmind Portfolio Managers is a SEBI-registered portfolio management service.
Book a call with our team, complete KYC and the onboarding agreement, and your portfolio construction begins from there.