logo
Capitalmind Flexi Cap Fund debuts: Data-led, momentum-driven investing

Capitalmind Flexi Cap Fund debuts: Data-led, momentum-driven investing

Capitalmind Asset Management on Friday announced the launch of its first mutual fund, the Capitalmind Flexi Cap Fund, an actively managed equity scheme using a quant-led, momentum-based strategy. The fund aims to dynamically allocate across large, mid, and small-cap stocks, with built-in risk management, and is open for investment from July 18 to July 28, 2025, the company said in a statement.
Key details:
The fund uses a multi-factor approach with momentum at its core, dynamically allocating across large, mid, and small-cap stocks, with built-in risk management and hedging flexibility
NFO runs from July 18 to July 28, 2025; benchmarked to Nifty 500 TRI, with a minimum investment of ₹5,000 and SIPs starting at ₹1,000
The fund will allocate a minimum of 65% to equity and equity-related instruments, and up to 35% in debt securities and money market instruments, with a provision to invest up to 10% in REITs and INVITs.
While the primary allocation will remain in equities, the dynamic nature of the strategy ensures flexibility to reposition during adverse market cycles or volatility spikes using predefined hedging rules.
Investment strategy decoded:
The fund's design eliminates behavioral biases and reduce discretionary decision-making in equity allocation.
The strategy is rooted in data-led discipline but remains flexible in its execution depending on market cycles.
The strategy will also incorporate hedging techniques where necessary to manage downside risk.
All you should know about the Fund:
Units will be allotted post closure, with the scheme benchmarked against the Nifty 500 Total Return Index (TRI) and classified under the 'Very High Risk' category in the SEBI Risk-o-Meter.
The minimum initial investment during the NFO period is ₹5,000 and in multiples of ₹1 thereafter.
For Systematic Investment Plans (SIPs), the minimum is ₹1,000 per installment with a minimum of six installments.
Investors can also switch into the scheme with a minimum of ₹1,000.
An exit load of 1% of applicable NAV applies to investments that are less than one year.
The fund is available in the growth option, both Regular and Direct modes.
With this launch, Capitalmind Mutual Fund marks its entry into the mutual fund space, drawing upon the extensive experience and track record of its sponsor, Capitalmind Financial Services Private Limited (CFSL). "Known for its legacy in quantitative research, systematic investing, and investor-first thinking, CFSL now brings these strengths into a regulated, retail-ready product through the Capitalmind Flexi Cap Fund, crafted for long-term investors with a high-risk appetite who seek disciplined, strategy-backed exposure to equity markets," the company said.
As India transitions from an emerging market to a more mature, domestically driven economy, there's growth potential across sectors and company sizes. This shift creates opportunity but also complexity, and requires investors to go beyond traditional, fixed-cap approaches.
'The Capitalmind Flexi Cap Fund is designed around a rule-based, quantitative approach that minimizes bias and emotion in portfolio construction. Rather than relying on forecasting or market narratives, the strategy uses data-driven factors to guide investments across the full spectrum of market capitalizations; large, mid, and small-cap stocks," said Deepak Shenoy, CEO, Capitalmind Mutual Fund.
'We designed the Capitalmind Flexi Cap Fund to do two things well; stay in step with the market's strongest trends and to change allocation when the data says risk is rising. By combining momentum with a dynamic mix of other proven factors, our rules-based framework moves across large, mid, and small cap opportunities while being mindful of downside risk. The result, we believe, is a disciplined yet agile investment approach that lets investors compound wealth over the long term without having to predict the market's next move.' said Anoop Vijaykumar, Head of Equity & Fund Manager, Capitalmind Asset Management Pvt. Ltd.
Capitalmind Mutual Fund has partnered with Kfin Technologies Ltd. as the Registrar & Transfer Agent (RTA) and Deutsche Bank AG as the custodian for the scheme.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

NFO Alert: Zerodha Mutual Fund launches multi-asset passive FoF
NFO Alert: Zerodha Mutual Fund launches multi-asset passive FoF

Time of India

time2 hours ago

  • Time of India

NFO Alert: Zerodha Mutual Fund launches multi-asset passive FoF

Zerodha Mutual Fund has announced the launch of Zerodha Multi Asset Passive FoF , an open-ended fund of fund scheme investing in units of Equity, Debt Index Funds/ ETFs, and Commodity ETFs. The new fund offer, or NFO of the fund, is open for subscription and will close on August 8. The fund will reopen for continuous sale and repurchase within five business days from the date of allotment of units under NFO. Explore courses from Top Institutes in Please select course: Select a Course Category Data Science Healthcare Data Science Others Digital Marketing others healthcare CXO MCA Degree Product Management Leadership Project Management Technology Management Public Policy Design Thinking Operations Management Artificial Intelligence Cybersecurity Data Analytics PGDM Finance MBA Skills you'll gain: Duration: 11 Months E&ICT Academy, Indian Institute of Technology Guwahati CERT-IITG Postgraduate Cert in AI and ML India Starts on undefined Get Details Skills you'll gain: Duration: 30 Weeks IIM Kozhikode SEPO - IIMK-AI for Senior Executives India Starts on undefined Get Details Skills you'll gain: Duration: 10 Months E&ICT Academy, Indian Institute of Technology Guwahati CERT-IITG Prof Cert in DS & BA with GenAI India Starts on undefined Get Details Skills you'll gain: Duration: 10 Months IIM Kozhikode CERT-IIMK DABS India Starts on undefined Get Details Skills you'll gain: Duration: 11 Months IIT Madras CERT-IITM Advanced Cert Prog in AI and ML India Starts on undefined Get Details Also Read | Mutual fund houses launch over 100 passive funds in 2025. Will Sebi's new rules shift the trend? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Birla Evara 3 and 4 BHK from ₹ 1.75 Crore* Birla Estates Learn More The investment objective of the scheme is to provide diversified exposure across multiple asset classes—equity, debt, and commodities—through a passive investment approach. By blending asset classes with low correlation, this scheme seeks to offer better risk-adjusted returns while reducing overall portfolio volatility. The fund will be benchmarked against 60% Niy 200 TRI + 15% CRISIL 10 year Gilt Index + 25% Domestic prices of Physical Gold and will be managed by Kedarnath Mirajkar. The fund will offer only direct plans and only growth options. The exit load is nil. Live Events During the new fund offer (NFO), the minimum investment is Rs 100 and in multiples of Rs 100 thereafter. The minimum application amount for monthly SIP is Rs 100 with one minimum installment. The fund will allocate 50-70% in domestic equity ETFs/Index funds, 10-20% in domestic debt ETFs/Index funds, 20-30% in commodity ETFs, and 0-5% in debt securities and money market instruments. Also Read | This Rs 40,000 crore large & midcap fund multiplies lumpsum investment of Rs 1 lakh by 15 times in 15 years This passive fund has shared nearly 40 funds as the underlying funds. The cumulative gross exposure through equity, debt, commodity based mutual fund schemes and and such other securities/assets as may be permitted by SEBI from time to time should not exceed 100% of the net assets of the scheme. However, cash and cash equivalents with residual maturity of less than 91 days may be treated as not creating any exposure. The fund is suitable for investors who are seeking long term wealth creation and want diversified exposure by investing across multiple asset classes viz., Equity, Debt Index Funds/ ETFs and Commodity ETFs.

Betting on disruption, reforms: Decoding Motilal Oswal's new thematic fund
Betting on disruption, reforms: Decoding Motilal Oswal's new thematic fund

Business Standard

timea day ago

  • Business Standard

Betting on disruption, reforms: Decoding Motilal Oswal's new thematic fund

The Indian equity market is a bit like life—full of surprises. Some companies ride the wave of disruption, some transform through policy changes, while others emerge stronger from temporary setbacks. What if you had a fund that was designed to spot these 'inflection points' and ride the wave early? Motilal Oswal Mutual Fund has launched a new thematic offering—the Motilal Oswal Special Opportunities Fund—that aims to do just that. This open-ended equity scheme opens for subscription on July 25, 2025, and closes on August 8, 2025. What is a "Special Situation"? Special situations are events that can impact a company's value drastically—think mergers, acquisitions, regulatory reforms, temporary setbacks, or even structural industry shifts. The fund's strategy is to capitalize on these transitional phases by identifying fundamentally strong businesses that are navigating change. Some examples include: Companies benefiting from PLI schemes or infrastructure reforms Firms facing temporary headwinds due to macro changes or industry shakeups Businesses restructuring due to M&A or demergers Upcoming IPO-bound firms or new-age sectors These are often the kinds of opportunities missed by traditional funds due to timing or perceived risk. What's the Fund's Strategy? The fund will use Motilal Oswal's proven QGLP framework: Quality of business Growth potential Longevity in operations Price that makes sense It's designed to be a high-conviction, focused portfolio, managed by a team of seasoned experts including Ajay Khandelwal and Atul Mehra for equities, and Rakesh Shetty for debt. This is not a fund that spreads itself thin. It will be selective, making bold bets where the fund managers see transformative potential. The fund seeks to benefit from company specific (events/ developments), sectoral, or macroeconomic events such as corporate actions, regulatory or policy changes, mergers and acquisitions, or temporary disruptions. The fund is suitable for investors seeking to invest predominantly in equities and equity related instruments following a special situations theme and aiming for Capital appreciation over long term. Who Should Consider This? This fund is not for the faint-hearted. It is meant for: Long-term investors with a 5-year+ horizon Those who believe in thematic investing Investors comfortable with concentration risks and volatility Someone looking to diversify away from traditional blue-chip or index-heavy funds It's important to remember that thematic funds can underperform during market phases where their specific theme is out of favor. Benchmark & Structure Benchmark: Nifty 500 TRI (Total Return Index), giving it a broad comparison base Structure: Open-ended equity scheme Post-NFO listing: August 21, 2025 Unlike diversified funds, this one follows a special situations theme, meaning your returns will be heavily dependent on how these niche bets play out. Investment Objective: The primary objective of the scheme is to achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there is no assurance that the investment objective of the scheme will be achieved. "Manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat. We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases. This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms. As growth-oriented managers, our aim is to align with India's evolving economic landscape and seek long term capital appreciation," said Ajay Khandelwal, Fund Manager at MOAMC. This fund could make sense as a satellite allocation—a smaller part of your portfolio intended to deliver alpha or capture a specific trend. But don't confuse it with a core holding that provides stability and steady returns. If you: Already have a diversified portfolio Are looking to spice it up with a high-conviction idea Can handle cycles of underperformance …then this fund could be worth considering. However, do consult your financial advisor to evaluate if this aligns with your risk profile and goals. The Fund will be managed by Ajay Khandelwal (Fund Manager – Equity component), Atul Mehra (Fund Manager – Equity component), Bhalchandra Shinde (Associate Fund Manager – Equity Component), Rakesh Shetty (Fund Manager - Debt Component), and Sunil Sawant (Fund Manager - Overseas Securities). "The Motilal Oswal Special Opportunities Fund is intended for investors seeking to benefit from evolving market dynamics driven by special situations such as policy reforms, corporate actions, and structural shifts across sectors. Leveraging our research-led QGLP investment framework, the fund seeks to build a focused portfolio of companies navigating such transitions, with an emphasis on long-term capital appreciation," said Prateek Agrawal, Managing Director ('MD') and Chief Executive Officer ('CEO') at Motilal Oswal Asset Management Company Ltd (MOAMC).

MF Alert: Motilal Oswal Mutual Fund launches special opportunities fund
MF Alert: Motilal Oswal Mutual Fund launches special opportunities fund

Time of India

time2 days ago

  • Time of India

MF Alert: Motilal Oswal Mutual Fund launches special opportunities fund

Motilal Oswal Mutual Fund has announced the launch of its new fund offer (NFO) of Motilal Oswal Special Opportunities Fund which is an open-ended equity scheme following special situations theme. The new fund offer or NFO of the fund will open for subscription on July 25 and will close on August 8. The scheme re-opens for continuous repurchase/resale on August 21. Explore courses from Top Institutes in Please select course: Select a Course Category Also Read | Gold ETF has beaten Nifty ETF 7 times in 10 years. How to invest now? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » The primary objective of the scheme is to achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. The performance of the fund will be benchmarked against Nifty 500 Total Return Index and will be managed by Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, and Sunil Sawant. Live Events The fund aims to capitalize on special opportunities in the market by following MOMF's QGLP framework—investing in Quality businesses with high Growth potential, Longevity, and at a reasonable Price. It will adopt a focused, high-conviction, active portfolio management approach. The fund seeks to benefit from company specific (events/ developments), sectoral, or macroeconomic events such as corporate actions, regulatory or policy changes, mergers and acquisitions, or temporary disruptions. The fund is suitable for investors seeking to invest predominantly in equities and equity related instruments following a special situations theme and aiming for capital appreciation over the long term. Also Read | Are ELSS or tax-saving mutual funds losing their sheen in new tax regime? 'The Motilal Oswal Special Opportunities Fund is intended for investors seeking to benefit from evolving market dynamics driven by special situations such as policy reforms, corporate actions, and structural shifts across sectors. Leveraging our research-led QGLP investment framework, the fund seeks to build a focused portfolio of companies navigating such transitions, with an emphasis on long-term capital appreciation,' said Prateek Agrawal, Managing Director and Chief Executive Officer at Motilal Oswal Asset Management Company 'Manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat. We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases. This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms. As growth-oriented managers, our aim is to align with India's evolving economic landscape and seek long term capital appreciation,' said Ajay Khandelwal, Fund Manager at MOAMC.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store