Capitalmind Flexi Cap Fund — Partner
A flexi cap fund that picks stocks using factors and adapts to
market signals
10,000+
Investors
1,000+
Cities & Towns
424.78
AUM (Cr)
Small Cap
Medium Cap
Large Cap
Large Cap
Volatility
Momentum
Quality
A flexi cap fund that picks stocks using factors and adapts to
market signals
10,000+
Investors
1,000+
Cities & Towns
424.78
AUM (Cr)
Large Cap
Large Cap
Medium Cap
Small Cap
Volatility
Momentum
Quality
What the fund does when the market regime shifts
Pick a market scenario
Historically, the most effective factor during uptrends
What the fund does when the market regime shifts
How the fund has performed
Compared against the Nifty 500 TRI benchmark. Updated as of 31st March, 2026.
Past performance may or may not be sustained in future. Different plans (i.e. direct and regular) have different expense structure. The performance details provided herein are of direct and regular plan. Returns for periods under one year are simple annualized. This means 6-month returns are shown at roughly double the absolute return, since annualization scales the shorter period up to a full year.
For the performance of other schemes managed by the same fund managers, please refer to this link.
Different factors lead every year, your fund should adapt
Different factors lead at different points in time. The Capitalmind Flexi Cap Fund adapts to market signals instead of betting on any one factor.
Different factors lead every year, your fund should adapt
Different factors lead at different points in time. The Capitalmind Flexi Cap Fund adapts to market signals instead of betting on any one factor.
Momentum
Leads in 12 of 21 years
Low Volatility
Leads in 10 of 21 years
Value
Leads in 9 of 21 years
Quality
Leads in 6 of 21 years
Size
Leads in 5 of 21 years
Factors are represented by corresponding indices: Momentum: Nifty200 Momentum30, Value: Nifty200 Value30, Quality: Nifty200 Quality30, Low Volatility: Nifty100 Low Volatility30, Size: Nifty Smallcap250. Returns are for the financial year ending March.
Log inThis fund genuinely differs from the index
Active Share measures how much a fund's portfolio differs from its benchmark. The higher the number, the more active the fund. A low number signals a portfolio that mirrors the index.
82%
82%
Flexi Cap Fund active share
62%
Average of top 10 flexi cap funds by AUM
Active share is calculated using disclosed portfolios of the schemes as of 31st March 2026.
Active share is calculated using disclosed portfolios of the schemes as of 31st March 2026.
Built with disciplined portfolio construction
Built with disciplined portfolio construction
Log inA higher liquidity score signals return from stocks that trade in size daily, not from low-liquidity names that can swing on small volumes.
Genuinely diversified across market caps. The portfolio's strength comes from breadth, not concentrated bets.
Data as of 31 March 2026. Source: Bloomberg and Capitalmind analysis. Category refers to all Flexi Cap Funds. Liquidity Score is measured on a 0–100 scale where a higher score indicates greater portfolio liquidity.
Log inTruly flexible across market caps
The fund shifts between large, mid, and small caps based on market signals. The chart shows how allocation has moved across months since inception.
Truly flexible across market caps
The fund shifts between large, mid, and small caps based on market signals. The chart shows how allocation has moved across months since inception.
Built for investors who...
Already hold
equity funds
and need style
diversification. Already hold
equity funds and
need style diversification.
Believe investing
style should
adapt to changing
market conditions. Believe investing
style should adapt to
changing market conditions.
Trust data
over instinct
in investing
decisions. Trust data
over instinct in
investing decisions.
Value defensive
positioning
(cash positions)
when markets fall. Value defensive
positioning (cash positions)
when markets fall.
Where this fund fits
in your portfolio
Anoop Vijaykumar, Fund Manager & Head of Equity, on how to think about the Capitalmind Flexi Cap Fund alongside the rest of your portfolio.
Log inAfter decades in the market, I've learned the value of quantitative investing. It follows the data, adapts to market signals, and keeps emotion out of the decision-making process. We've built this fund on that discipline, with human supervision to keep it honest. The kind of flexi cap I want in my family's portfolios.
Deepak Shenoy
CEO, Capitalmind Mutual Fund
Fund Managers
Anoop Vijaykumar
Head of Equity
20+ years
Experience
Anoop Vijaykumar is Head of Equity at Capitalmind AMC and Fund Manager of the Capitalmind Flexi Cap Fund. Much of his approach flows from the idea that the stock does not know you own it. A preference for evidence over instinct, ranges over point estimates, and curiosity over certainty. Most importantly, that in investing, survival is a prerequisite to thrive. MBA, Indian School of Business. Published research on momentum investing in Indian equities. Featured on CNBC-TV18, Mint, and the Livemint Podcast.
Anoop Vijaykumar
Head of Equity
20+ years
Experience
Anoop Vijaykumar is Head of Equity at Capitalmind AMC and Fund Manager of the Capitalmind Flexi Cap Fund. Much of his approach flows from the idea that the stock does not know you own it. A preference for evidence over instinct, ranges over point estimates, and curiosity over certainty. Most importantly, that in investing, survival is a prerequisite to thrive. MBA, Indian School of Business. Published research on momentum investing in Indian equities. Featured on CNBC-TV18, Mint, and the Livemint Podcast.
Prateek Jain
Head of Fixed Income
15+ years
Experience
Prateek Jain is Head of Fixed Income at Capitalmind AMC, managing the firm's fixed income and arbitrage mandated portfolios. He brings over 15 years of experience in Indian fixed income markets, with senior roles at major asset management companies. Deep expertise in portfolio management, credit research, and dealing. CFA Charterholder from the CFA Institute, USA. M.Com, University of Mumbai. BMS, Narsee Monjee College of Commerce and Economics. His views are regularly featured in The Economic Times, Mint, and leading investing podcasts.
Prateek Jain
Head of Fixed Income
15+ years
Experience
Prateek Jain is Head of Fixed Income at Capitalmind AMC, managing the firm's fixed income and arbitrage mandated portfolios. He brings over 15 years of experience in Indian fixed income markets, with senior roles at major asset management companies. Deep expertise in portfolio management, credit research, and dealing. CFA Charterholder from the CFA Institute, USA. M.Com, University of Mumbai. BMS, Narsee Monjee College of Commerce and Economics. His views are regularly featured in The Economic Times, Mint, and leading investing podcasts.
Fund Label
Scheme Name: Capitalmind Flexi Cap Fund
This product is suitable for investors who are seeking* :
- Long-term wealth creation
- Investment predominantly in equity and equity related instruments across large cap, mid cap and small cap stocks
*Investors should consult their financial advisors if in doubt about whether the scheme is suitable for them.
Risk-o-meter
The Risk of the Scheme is at Very High Risk
Benchmark Riskometer
Benchmark Riskometer is at Very High Risk
(Nifty 500 TRI — AMFI Tier I Benchmark)
Note: Please visit the website address for latest Riskometer updates: www.capitalmindmf.com
Key fund details
Fund type
Open-ended flexi cap (active)
Benchmark
Nifty 500 TRI
Plans
Direct and Regular Growth
Min. SIP
Rs. 1,000
(minimum 6 instalments)
Exit load
1% if redeemed within 30 days; nil thereafter
Min. lumpsum investment
Rs. 5,000
Risk level
Very High
Key fund details
Fund type
Open-ended flexi cap (active)
Benchmark
Nifty 500 TRI
Min. SIP
Rs. 1,000
(minimum 6 instalments)
Min. lumpsum investment
Rs. 5,000
Plans
Direct and Regular Growth
Exit load
1% if redeemed within 30 days; nil thereafter
Risk level
Very High
FAQs
A quantitative model picks stocks based on factors like momentum, quality, value, low volatility and other selective factors. The model allocates to factors based on market conditions with humans supervising the process. The result is an actively managed flexi cap that follows the data and a rules-based process.
The model reads market signals continuously. When trends weaken, equity exposure scales down to anywhere between 30% and 65% (indicative) through cash and hedged positions. The fund will still fall when markets fall, as every equity fund does, and there will be volatility. Investors must be ready to see through downtrends while investing for the long term.
Long term which is generally five years or more. Factor strategies work by compounding over time, and individual factors go through cycles of underperformance. A longer horizon gives the model room to work across different market conditions and reduces the risk of timing the market. This fund is unsuitable for short-term investing periods (up to 3 years).
You can redeem your units anytime. A 1% exit load applies if you redeem within 30 days from the date of allotment. After 30 days, there is no exit load.
Rs. 5,000 for a lump sum investment, in multiples of Re. 1 thereafter. For SIPs, the minimum is Rs. 1,000 per instalment with a minimum of six instalments.
You can invest directly on capitalmindmf.com or through your preferred mutual fund distributor, registered investment advisor, or platform. The fund is also available across major distribution channels and online investment platforms such as Zerodha Coin, Groww, Kuvera, PayTM Money, ICICI Direct, KFintech, Dhan, etc.
We're always thrilled to hear from investors like you. Write to us support@capitalmindmf.com or call 1800-570-5001 (toll-free).