#CapitalmindMutualFund #FlexiCapFund #NFO #QuantStrategy #DeepakShenoy #DataDrivenInvesting #MutualFundsIndia #InvestmentOpportunities #StockMarketIndia #PortfolioManagement
Chandigarh: Capitalmind Mutual Fund has officially entered the Indian mutual fund market with the launch of its maiden scheme — the Capitalmind Flexi Cap Fund. The New Fund Offer (NFO) opened on Friday, July 18, and will remain open for subscription until July 28. The fund allows a minimum investment of ₹5,000, while Systematic Investment Plans (SIPs) start at ₹1,000, making it accessible to a broad spectrum of retail investors.
Quantitative and Multi-Factor Strategy
The Capitalmind Flexi Cap Fund is distinctively built on a systematic, rules-based approach, combining data analytics with a multi-factor strategy. Momentum investing is at its core, and the fund aims to dynamically adjust allocations between large-cap, mid-cap, and small-cap stocks based on changing market conditions. It also employs hedging techniques to manage risks, ensuring both participation in growth opportunities and protection during volatile phases.
The scheme will benchmark its performance against the Nifty 500 Total Return Index (TRI), providing a broad representation of Indian equities across market capitalizations. According to the fund house, at least 65% of the portfolio will be invested in equities, while up to 35% can be allocated to debt and money market instruments. The fund also has the flexibility to invest up to 10% in REITs and InvITs, offering diversification across asset classes.
Leadership Speaks
Highlighting the fund’s strategy, Deepak Shenoy, CEO, Capitalmind Mutual Fund, said,
“We built this fund on rules-based, data-driven investing. The aim is to cut out bias and guesswork and let factors guide decisions.”
Adding further insights, Anoop Vijaykumar, Head of Equity & Fund Manager, explained,
“The fund is designed to shift allocation when the data shows rising risk. We want to stay aligned with market trends but protect capital when required.”
Strong Operational Framework
For operational efficiency, Capitalmind has partnered with Kfin Technologies as its registrar and Deutsche Bank AG as custodian. This robust backend setup is expected to ensure smooth investor transactions and fund management processes.
Capitalmind’s Foray into Mutual Funds
This Flexi Cap Fund marks Capitalmind’s first offering as an Asset Management Company (AMC) under its newly acquired license. The company has already built a strong reputation in quantitative research, portfolio management, and data-backed investing. By launching this fund, Capitalmind aims to extend its expertise from high-net-worth individuals (HNIs) and proprietary portfolios to retail investors, providing them access to quantitative investing strategies that were earlier limited to institutional and sophisticated investors.
Market Outlook
Flexi Cap funds have been gaining popularity among investors due to their ability to invest across market segments without restrictions, allowing fund managers to capture opportunities as they arise. With its quantitative approach, Capitalmind’s Flexi Cap Fund is positioned to offer disciplined, unbiased, and research-driven equity exposure, while dynamically managing market risks.
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#CapitalmindMutualFund #FlexiCapFund #NFO #QuantStrategy #DeepakShenoy #DataDrivenInvesting #MutualFundsIndia #InvestmentOpportunities #StockMarketIndia #PortfolioManagement
