Capitalmind Mutual Fund
Capitalmind Mutual Fund
Introduction
Capitalmind Mutual Fund operates under Capitalmind Asset Management Private Limited, a subsidiary of Capitalmind Financial Services. Capitalmind Financial Services, founded in 2014 by Deepak Shenoy, has a strong track record in providing data-driven investment research, Portfolio Management Services (PMS), and wealth management solutions. Having successfully managed significant assets in their PMS, Capitalmind received final approval from SEBI in April 2025 to launch its own mutual fund business, signifying its entry into the broader retail investment market. The AMC aims to leverage its expertise in quantitative analysis, technology, and disciplined investment processes to offer robust and scalable investment strategies to a wider investor base in India. The AMC and Trustee Company are both headquartered in Bengaluru.
Fund Manager
The primary fund manager for Capitalmind Mutual Fund's initial offering is:
- Mr. Anoop Vijaykumar: Chief Investment Officer (CIO) & Equity Fund Manager. Anoop has been associated with Capitalmind since 2019, serving as the PMS Fund Manager and head of Investment Research at Capitalmind PMS for the last 6 years. He brings over two decades of experience across investment research, PMS, and corporate strategy. This is his first time managing an active mutual fund scheme.
Scope and Investment Philosophy
Capitalmind Mutual Fund's investment philosophy is deeply rooted in data-driven, rule-based active investment management, integrating quantitative factor-based models for stock selection and allocation. Their key tenets include:
- Quantitative and Factor-Based Approach: The fund employs proprietary rule sets developed through an analysis of market, macroeconomic, and fundamental factors. Stock selection and weighting utilize quantitative factor-based methodologies designed to achieve a balanced mix of attributes for long-term performance within defined risk parameters.
Multi-Factor Strategy (for initial fund): For their Flexi Cap Fund, the strategy includes a multi-factor approach that considers factors like:
Momentum: Targeting recently outperforming stocks.
Value: Investing in undervalued stocks with potential for reversion.
Profitability: Screening companies with consistent earnings strength.
Low Volatility: Focusing on stocks with lower downsid e risk.
- Dynamic Allocation: The fund dynamically adjusts exposure across sectors and market caps based on evolving macroeconomic trends and valuation indicators, making their equity allocation decisions data-driven and objective.
- Risk Management and Hedging Flexibility: Their approach incorporates built-in risk management and potential hedging flexibility.
- Long-term Capital Appreciation: The core objective is to generate long-term capital appreciation for investors by investing predominantly in equity and equity-related instruments.
- Technology Integration: A strong belief in leveraging technology for back-testing, refining, and analyzing strategies to build robust and scalable investment solutions.
While their initial focus is on active equity schemes, they have plans to expand into debt, hybrid, and multi-asset funds in the future.
Part 2: List of Funds with Brief Explanation
As of July 2025, Capitalmind Mutual Fund is a very new entrant to the mutual fund industry and has just launched its first scheme.
- Capitalmind Flexi Cap Fund
- Brief Explanation: This is an open-ended equity scheme under the Flexi Cap category. Its investment objective is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments across large-cap, mid-cap, and small-cap stocks. The fund follows a rule-based active investment approach, integrating quantitative factor-based models for stock selection and allocation, dynamically adjusting exposure based on market trends and valuations. The NFO is open from July 18, 2025, to July 28, 2025.
As the AMC grows, it is expected to introduce more schemes across different categories, aligning with its data-driven and quantitative investment philosophy.
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