Capitalmind Mutual Fund
AUM
₹ 111.33 cr.
AMC Age
0 Years
No. Of Schemes
2
Capitalmind Mutual Fund stands out for its research-driven, technology-enabled approach to wealth creation, built on a foundation of trust, innovation, and investor empowerment.
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About Capitalmind Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Capitalmind Mutual Fund, managed by Capitalmind Asset Management Private Limited, is an emerging force in India’s mutual fund landscape. Supported by deep research, technology-driven solutions, and a focus on investor education, the fund house aims to make investing accessible, transparent, and effective for investors across experience levels.
Key Features
- Capitalmind Mutual Fund offers schemes designed to meet the financial goals of retail investors, HNIs, and corporates alike
- LWith a strong emphasis on technology and digital processes, investors can enjoy seamless portfolio management, insightful analysis, and easy-to-understand communication.
- Guided by a seasoned management team and led by CEO Deepak Shenoy, the fund house combines expertise in fund management, compliance, risk, and operations to deliver consistent performance.
- Committed to transparency, simplicity, and investor empowerment, Capitalmind Mutual Fund strives to build trust while helping investors achieve their long-term financial objectives.
Documents Required
To invest in Capitalmind Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Capitalmind Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Capitalmind Mutual Fund Managers
Mr. Anoop Vijaykumar
Mr. Prateek Jain
How To Invest In Capitalmind Mutual Fund With Choice?
Capitalmind Mutual Fund FAQs
The best Capitalmind Mutual Fund depends on your financial goals and risk tolerance. Equity funds are ideal for long-term capital growth, debt funds provide stability, and hybrid funds balance risk and reward. Through Choice FinX, you can access detailed research tools and conduct in-depth fundamental and technical analysis to make informed investment decisions.
Capitalmind Mutual Fund schemes are subject to taxation based on the type of fund and investment duration. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Capitalmind Mutual Fund, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory. Non-individual investors may require additional documents, all of which can be uploaded digitally on the Choice FinX platform.
The Capitalmind Flexi Cap Fund requires a minimum investment of 5,000 for a lump-sum investment and 1,000 for a Systematic Investment Plan (SIP). This applies to the Capitalmind Flexi Cap Growth Direct Plan as well.
Returns are calculated based on the Net Asset Value (NAV). The formula is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIPs, returns are calculated using the XIRR (Extended Internal Rate of Return) method. Choice offers real-time NAV tracking and return calculators to help investors monitor their performance.
Yes, you can switch between Capitalmind Mutual Funds through Choice FinX. The platform allows smooth switching between schemes, but it is essential to consider exit loads and tax implications depending on the duration of your investment.
Charges include the Expense Ratio, Exit Load on early redemption, and Transaction Fees for investments exceeding a specified limit. Direct plans, available on Choice FinX, have lower costs compared to regular plans, making them a cost-effective choice for investors.
No, a Demat account is not required to invest in Capitalmind Mutual Funds via Choice FinX. You can invest directly through the platform. However, if you prefer to hold mutual fund units in electronic format, you can open a Choice Demat account.
You can access your Capitalmind Mutual Fund statement directly through the Portfolio section on the Choice FinX platform. Alternatively, statements are available via the Capitalmind Mutual Fund website, email requests, or through CAMS/Karvy portals.
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