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Fund Snapshot

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About Fund Manager

Anoop Vijaykumar : Fund Manager & Research Head

Anoop oversees the PMS’s Momentum Portfolio and Capitalmind Premium (Capitalmind Wealth). He served as a management consultant for Kearney and has held executive positions at Microsoft and Honeywell. He holds a Bachelor of Engineering from Bombay University and an MBA from the Indian School of Management.

Portfolio Strategy

  • Invest in Mahatrends
  • Long-term growth stocks
  • Competent management
  • Large addressable market
  • Strong governance
  • Special situations flexibility
  • Pre-defined risk management
  • Reasonable liquidity

Key Features

  • Capitalmind Momentum Portfolio
  • Capitalmind Momentum
  • Capitalmind PMS Strategies
  • Momentum Fund
  • Adaptive Momentum
  • Investment in Pms
  • Investment Portfolio
  • Managing Investments
  • Investing Strategies
  • Capitalmind PMS
  • Best Stock Portfolio
  • CapitalMind Surge India
  • Asset Management

Investing in महा trends

We help you invest in महा (Devanagari for Mega) trends, also referred as mega trends to drive India’s growth. It includes financialization, logistics transformation, import substitution, broader shifts in domestic consumption, and the multi-decadal changes to transform India.

Decadal Growth Potential

We look for companies with large addressable markets, strong track records of execution, and at an inflection point of potential growth to match our execution.

Strong Risk Management

We look for managements that walk the talk when it comes to doing what they say – so we prefer managements who act as fiduciaries for their shareholders without any hassle.

Special Situations

Get up to 20% of to curate a dynamic portfolio and the amazing opportunity to incorpate actions that include mergers or demergers, spin-offs of individual business units and other actions to unlock shareholder value and increase your wealth. .

Unique Feature

We take a disciplined, data-driven approach to investing that is tailored to your needs and adapts to changing market conditions

Comprehensive portfolio strategies

Portfolios set across different principles that offer an edge in changing markets.

Competitive fee

Very competitive fee that is comparable to most mid and MultiCap mutual funds. And we don’t take a chunk from your profits!

Transparent reporting

A well-balanced view into your portfolio performance, holdings, transactions and fees.

Dynamic allocation and deployment

Design your portfolio with a mix of strategies and use our algorithm-based deployment over time to manage risk.

Why Capitalmind Wealth

Experienced

Deepak Shenoy, our CEO and Fund Manager, has over 20 years of experience in Indian markets and is regular on CNBC TV18 and ET Now as a guest.

Tech focus

We use tech to empower our strategy building, execution and reporting. The tech focus helps us empower customers by keeping the cost low. Our fee is less than most mutual funds, even in direct mode!

Transparency

At Capitalmind Wealth, everything is transparent. The portfolios, the fee, the reporting, the communication, the successes and the setback. That’s the ethos.

Max Impact

Stocks and debt. No complex instruments. Automated Tax Loss Harvesting. Low churn. On demand reports. Our strategy is to keep you informed but not demand your time.

Fund Overview

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Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

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