Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Capitalmind Mutual Fund is registered with the Association of Mutual Funds in India (AMFI) and operates under SEBI’s regulatory framework, with Capitalmind Asset Management Private Limited as the asset management company. Established by late 2025, the fund house is sponsored by Capitalmind Financial Services Private Limited and supported by Capitalmind Mutual Fund Trustee Private Limited as the trustee company.
As per AMFI’s member details, Capitalmind Mutual Fund’s SEBI registration details align with its recent license approval, and its AMC is based in Bengaluru. The fund house currently offers a focused product lineup, including a flexi-cap equity fund as its flagship, positioned for investors seeking factor-based, momentum-driven strategies across market caps and time horizons.
For investors, a key advantage of its research-backed approach, rooted in Capitalmind’s PMS success, is transparent, data-driven allocation with hedges for volatility. However, as with all mutual funds, returns are market-linked and depend on asset allocation, underlying securities, and investment duration, so aligning the scheme type with your goals and risk tolerance is essential.
| Detail | Information |
| Name of Mutual Fund | Capitalmind Mutual Fund |
| Date of setup | December 18, 2024 (Trust constituted); April 11, 2025 (SEBI registration) |
| Sponsor | Capitalmind Financial Services Private Limited (CIN: U64990KA2014PTC076018) |
| Trustee Company | Capitalmind Trustee Private Limited (CIN: U66190KA2024PTC194038) |
| AMC | Capitalmind Asset Management Private Limited (CIN: U66301KA2024PTC194639) |
| AMC Incorporation Date | 2024 (incorporated under Companies Act, 2013) |
| SEBI Registration ID | MF/084/25/10 |
| Custodian | Deutsche Bank AG |
| RTA (Registrar) | KFin Technologies Limited |
| AMC Address | 1st Floor, #2323, Prakash Arcade, 17th Cross, 27th Main, HSR Layout Sector 1, Bengaluru - 560102, Karnataka capitalmindmf |
| Official Website | https://capitalmindmf.com |
Investing in CapitalMind Mutual Fund schemes using Angel One is a completely digital process. The platform enables investors to begin SIPs or make one-time investments from a single dashboard while offering access to a wide range of direct mutual fund schemes for smooth and convenient investing.
Step-by-Step Process on Angel One
Open the Angel One app or website and go to the Mutual Funds section. The SIP journey typically starts once you log in and select this option.
Type “capitalmind” in the search bar to view the available schemes. You can compare options before selecting the most suitable fund.
Review factors like fund category (equity, hybrid, or debt), associated risk level, investment horizon, expense ratio (direct vs. regular), and past performance where available. It is also helpful to verify scheme information on Unifi’s official website.
Choose whether you want to invest through a Systematic Investment Plan (SIP) by entering the monthly amount and duration, or opt for a one-time lump-sum investment.
Verify the entered details, complete the payment, and place the order. After submission, you can monitor the transaction and holdings in your mutual fund portfolio section on Angel One.
Documents Needed to Invest in CapitalMind Mutual Fund
To invest through Angel One, or any regulated mutual fund platform, you must complete KYC verification. This generally involves providing:
If your KYC is already completed, the investment process becomes faster. Otherwise, most platforms offer a guided digital KYC procedure during onboarding. Ensure that your name, PAN, and bank information match across documents to avoid delays or rejection of transactions.
Capitalmind Mutual Fund currently offers only two active schemes, as listed on its official scheme page.
| Scheme Name | Category | Investment Objective | Risk Level |
| Capitalmind Flexi Cap Fund | Equity - Flexi Cap | A dynamic equity mutual fund employing a quantitative strategy to invest in stocks across market capitalisations, focusing on companies with strong price momentum. | Very High |
| Capitalmind Liquid Fund | Debt - Liquid | A short-term debt mutual fund focusing on capital preservation and liquidity through investments in government bonds and money market instruments. | Low to Moderate |
Yes. AMFI’s member page lists Capitalmind Mutual Fund and provides its SEBI Registration ID (MF/084/25/10).
Capitalmind currently has 2 funds: Flexi Cap and Liquid.
Yes. Angel One provides a mutual fund investing platform and outlines steps to start SIPs by logging in and selecting Mutual Funds. You can search and invest in available capitalmind schemes there.
Yes, all Capitalmind schemes follow an active investment approach blending quantitative models with human oversight.
KYC documents such as identity proof, address proof, and PAN details are generally required to start a SIP through Angel One.
Capitalmind Mutual Fund is based out of Bengaluru (1st Floor, #2323, Prakash Arcade, 17th Cross, 27th Main, HSR Layout Sector 1).
KFin Technologies Limited is the RTA for Capitalmind Mutual Fund.
A liquid fund is generally positioned as lower risk than equity-oriented funds, and listings categorise Capitalmind Liquid Fund under liquid/debt with “low” risk positioning compared to equity.
You can verify schemes on Capitalmind’s official website (https://capitalmindmf.com) and access statutory/factsheet resources from the fund house’s pages.
