Good morning :)

Top Capitalmind Mutual Funds - SIP Schemes, Performance, Returns 2025

Capitalmind Asset Management, launched in 2025, offers a data-driven investment approach with its Capitalmind Flexi Cap Fund. With an AUM of ₹150 cr (October 2025), it focuses on long-term growth through quantitative strategies. Investors can track fund performance and NAV via a live screener.

Top Capitalmind Mutual Funds in 2025

Top Capitalmind Mutual Funds in India (2025)

Here's the list of top Capitalmind mutual funds across equity, debt, hybrid funds offered by Capitalmind Asset Management Pvt. Ltd.

Created by

@82600328260032

Showing 1 - 1 of 1 results

last updated at 8:00 AM IST 
NameMFs (1)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe RatioSharpe Ratio
1.Capitalmind Flexi Cap Fund
Capitalmind Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
185.87
185.87
Capitalmind Asset Management Pvt. Ltd.
Capitalmind Asset Management Pvt. Ltd.
1.98
1.98
-
-
-
-
0.97
0.97
1.00
1.00
8.03
8.03
-0.03
-0.03

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Capitalmind Asset Management Company | AUM: Sorted from Highest to Lowest

What are Capitalmind Mutual Funds?

Capitalmind Asset Management, launched in 2025, offers a tech-driven, rules-based investment approach. Its first scheme, the Capitalmind Flexi Cap Fund, focuses on large, mid, and small-cap stocks using factors like value and momentum. With an AUM of ₹150 cr (as of October 2025) and an expense ratio of 0.97%, it provides investors with long-term growth potential. Investors can start with ₹5,000 lump sum or a ₹1,000 SIP.

Key Information About Capitalmind Asset Management Company

Here are the key details about Capitalmind Asset Management Company-

Category Details
AMC Name Capitalmind Asset Management Private Limited
SEBI Registration No. MF/084/25/10
Incorporation Date 6th November 2024
AMC Setup Date 11th April 2025
Sponsor Capitalmind Financial Services Private Limited
Trustee Capitalmind Trustee Private Limited
Headquarters 1st Floor, 2323, Prakash Arcade, 17th Cross Road, 1st Sector, HSR Layout, Bengaluru, Karnataka 560102
CEO Deepak Shenoy
CIO Anoop Vijaykumar
Compliance Officer Naganandan R M
Investor Service Officer Nihit Kshatriya
Total AUM (as of Oct 2025) ₹150 cr
Number of Schemes 1 (Capitalmind Flexi Cap Fund)
Fund Managers 2
Expense Ratio (Direct Plan) 0.97%
Minimum Investment (SIP) ₹1,000
Minimum Investment (Lump Sum) ₹5,000
Website capitalmindmf.com

Types of Funds Offered by Capitalmind Mutual Fund

Capitalmind Equity - Flexi Cap Fund

The Capitalmind Flexi Cap Fund is a dynamic equity funds that invests in a mix of large, mid, and small-cap stocks. The fund uses a rules-based approach, focusing on momentum, value, and quality. It aims for long-term capital appreciation with diversified equity exposure across various market segments.

Overview of the Top Capitalmind Mutual Fund Schemes

Capitalmind Flexi Cap Fund

The Capitalmind Flexi Cap Fund follows a data-driven, rules-based strategy, investing in a mix of large, mid, and small-cap stocks. The fund focuses on long-term growth and aims to deliver superior returns through a concentrated, flexible equity approach.

How to Invest in Capitalmind Mutual Funds?

Here’s how you can identify and invest in top Capitalmind Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Capitalmind Asset Management Company Ltd”.
  3. Sort out the top Capitalmind mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the Capitalmind mutual funds, that align with your investment thesis, click on “Place Order” to invest in the Capitalmind mutual funds.

With Tickertape Mutual Fund Screener, you can invest a ‘lumpsum’ or start a ‘SIP’ in Capitalmind mutual funds. Moreover, by connecting your portfolio, you can do a deep analysis of your portfolio and assess its performance.

Top Capitalmind Mutual Funds Managers

Anoop Vijaykumar

Anoop Vijaykumar, with over 20 years in investment management, leads equity strategies at Capitalmind. Previously, he held roles at Microsoft, Honeywell, and Kearney. Anoop joined Capitalmind in 2019 and focuses on data-driven, rules-based investment strategies, managing the Capitalmind Flexi Cap Fund.

Prateek Jain

Prateek Jain brings over a decade of experience in fixed-income management. Before joining Capitalmind in 2025, he worked at Invesco and PNB Asset Management. Prateek holds a CFA and specialises in managing liquid and fixed-income portfolios, focusing on data-backed investment strategies.

Risks Associated with Capitalmind Mutual Funds

Concentrated Investment Risk

The Capitalmind Flexi Cap Fund focuses on a select group of high-conviction stocks. While this strategy aims for significant returns, it also means the fund is more vulnerable to the underperformance of a few stocks. A poor performance from any of these key stocks could impact the fund’s overall returns more drastically than a more diversified portfolio.

Market Volatility

Like any equity-based fund, the Capitalmind Flexi Cap Fund is exposed to market volatility. Despite its rules-based approach, external market factors or sudden shifts in investor sentiment can affect the performance of the fund, especially when it holds concentrated positions in specific sectors or companies.

Strategy Sensitivity

The fund uses a data-driven, systematic approach, which means its performance can be impacted if market conditions deviate from its expected patterns. Although the strategy is backed by research, it can still be vulnerable to unforeseen market conditions that may not align with the model.

Install the Tickertape app and enjoy a more hands-on investing experience
  • portfolio-iconReceive real-time market alerts for timely decisions
  • portfolio-iconMonitor your portfolio from the palm of your hands
  • portfolio-iconWatchlist stocks and mutual funds to stay updated

Factors to Consider Before Investing in Capitalmind Mutual Funds

Risk Tolerance

The Capitalmind Flexi Cap Fund involves a higher degree of risk compared to more diversified funds, due to its concentrated strategy. If you are comfortable with fluctuations and can handle the potential volatility in exchange for long-term growth, this fund might align with your risk tolerance.

Investment Horizon

This fund is best suited for long-term investors. Given its focus on growth through a concentrated equity portfolio, it’s important to have the patience to endure short-term volatility. If you're looking for quick returns or have a short investment horizon, this fund may not be the ideal choice.

Fund Strategy Alignment

The Capitalmind Flexi Cap Fund operates on a unique, data-driven, rules-based approach. Before investing, it’s crucial to ensure that this quantitative, active management strategy fits with your investment philosophy. If you prefer a more traditional, passive approach or a broader diversification strategy, this fund’s concentrated approach may not be the best fit.

Diversification in Portfolio

Since the Capitalmind Flexi Cap Fund focuses on a smaller set of stocks, it may increase exposure to individual stock risks. If your broader portfolio is already heavily weighted in equities or concentrated in a few sectors, adding this fund could impact your overall diversification and risk exposure.

Documents Required to Invest in Capitalmind Mutual Fund

Here are the documents you may require to invest in Capitalmind Mutual Funds:

  1. Proof of Identity (PoI): PAN Card, Aadhaar Card
  2. Proof of Address (PoA): Passport, Voter ID, Utility Bill, Bank Statement
  3. Bank Account Details: Cancelled Cheque or Bank Statement
  4. KYC Compliance Form

Note: For the latest details, please visit Capitalmind Asset Management's official website.



Conclusion

Capitalmind Asset Management uses a quantitative strategy with the Capitalmind Flexi Cap Fund, targeting long-term growth by focusing on high-conviction stocks. The fund’s concentrated nature means it may experience greater volatility compared to more diversified options. Track the fund’s performance on Tickertape Mutual Fund Screener for detailed insights.

Frequently Asked Questions About Capitalmind Mutual Funds

  1. How to start a Capitalmind mutual fund SIP online?

    Here’s how you can start a SIP in Capitalmind mutual funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Capitalmind Mutual Funds that align with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. How to calculate Capitalmind mutual fund returns?

    Here’s how you can calculate returns on your Capitalmind mutual fund investment -
    Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

    With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get the latest data on the Capitalmind mutual funds’s performance.

  3. Does Capitalmind offer tax-free mutual fund schemes?

    No, Capitalmind does not offer any Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

    Disclaimer: You can check the latest information about Old Bridge mutual funds on Tickertape Mutual Fund Screener.

  4. How to cancel/stop a Capitalmind mutual fund SIP?

    To cancel the Capitalmind mutual funds SIP, please refer to the official website.

    Disclaimer: Please do your own research or consult your financial advisor before making a financial decision.

  5. How to withdraw money from Capitalmind mutual funds?

    Here’s how to withdraw/redeem from Capitalmind mutual funds on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Capitalmind mutual funds you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Capitalmind mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund

  6. What are the redemption charges of Capitalmind mutual funds?

    Capitalmind mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on the Tickertape Mutual Fund Screener.

  7. Which are the top-performing Capitalmind mutual funds?

    Here is the fund offered by Capitalmind mutual funds:

    1. Capitalmind Flexi Cap Fund

    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

  8. How to increase the SIP amount in Capitalmind mutual funds?

    You can do it from your broker account or from the Capitalmind mutual fund official website.

  9. How to choose the best Capitalmind mutual funds before investing?

    Here’s how to choose the best Capitalmind mutual funds for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. Check for exit load and lock-in period.


    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.