Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹18 Cr
Lock In Period
N/A
Expense Ratio
1.99
Benchmark
NIfty 500 Total Return
Exit Load
If Units redeemed or switched out within 12 months from the date of allotment - 1% of the applicable NAV.If redeemed/switched out after 12 months from the date of allotment - NIL
Summary
Latest details for Capitalmind Multi Asset Allocation Fund Growth include a ₹10.2045 NAV as of Apr 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Capitalmind Multi Asset Allocation Fund Growth AUM is ₹18 Cr, with a lock-in of N/A years, expense ratio of 1.99%, and benchmark NIfty 500 Total Return. Exit load is - If Units redeemed or switched out within 12 months from the date of allotment - 1% of the applicable NAV.If redeemed/switched out after 12 months from the date of allotment - NIL. In the growth review for 1M Month/Year, the fund recorded 2.03% returns, against a category average of 1.58% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.03 | 1.58 | 126.76 |
| 6M | 0.00 | 1.66 | 126.76 |
| 1Y | 0.00 | 5.76 | 126.76 |
| 3Y | 0.00 | 14.80 | 126.76 |
Portfolio Analysis
- Equity: 37.99%
- Debt: 62.01%
- Others
As on: 2026-03-31
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About Fund
Capitalmind Multi Asset Allocation Fund Growth managed by Capitalmind Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹18 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.99. Under the expert guidance of Anoop Vijaykumar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Anoop Vijaykumar
Mr. Anoop Vijaykumar since holds B.E, MBA. Prior to joining Capitalmind, Anoop has worked in senior management positions in MNCs like Microsoft and Honeywell.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPGIM India Multi Asset Allocation Fund Growth | 0 | 242.43 CR | 2.26 |
| This FundIDFC Arbitrage Fund Plan B Growth | 0 | 3418.72 CR | 1 |
| This FundCanara Robeco Multi Asset Allocation Fund Growth | 0 | 1188.05 CR | 2.11 |
| This FundCapitalmind Multi Asset Allocation Fund Growth | 0 | 18.4 CR | 1.99 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundIDFC Arbitrage Fund Plan B Growth | ||
| This FundCanara Robeco Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundCapitalmind Multi Asset Allocation Fund Growth | 0 | 0 |
FAQs
Capitalmind Multi Asset Allocation Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Capitalmind Multi Asset Allocation Fund Growth is 1.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Capitalmind Multi Asset Allocation Fund Growth’s fund performance is as follows:
- 1 Month : 2.03%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Capitalmind Multi Asset Allocation Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Capitalmind Multi Asset Allocation Fund Growth is ₹18 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Capitalmind Multi Asset Allocation Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500