NFO closes in
Capitalmind Multi Asset Allocation Fund
Invest in
multiple assets
with a dynamic,
rules-based fund
Equities for growth. Fixed income for stability. Commodities beyond gold for true diversification. Rebalanced quantitatively. All in one fund.
Capitalmind Multi Asset Allocation Fund
Invest in multiple assets with a dynamic, rules-based fund
Equities for growth. Fixed income for stability. Commodities beyond gold for true diversification. Rebalanced quantitatively. All in one fund.
Asset Allocation Engine
Rules based asset allocation engine actively reads market signals and determines allocations among equity, fixed income & commodities
Diagram showing market signals (equity, commodity, debt) flowing into the asset allocation engine, which determines allocations to equities, fixed income, and commodities.
Equity Signals
Fundamental and Price
Commodity Signals
Rules based trend following approach
Debt signals
Macros and Interest rate trajectory
Asset Allocation
Engine
Equities
GrowthMulti-factor strategy capturing long-term growth. Minimum 35% allocation ensures LTCG taxation benefit.
Fixed Income
Stability & LiquidityFor providing stability and keeping "dry powder" ready for opportunistic redeployment.
Commodities
Hedge & DiversificationAllocating beyond Gold and Silver to capture growth cycles of commodities that are truly building the world
Equity Signals
Fundamental and Price
Commodity Signals
Rules based trend following approach
Debt signals
Macros and Interest rate trajectory
Asset Allocation Engine
Equities
GrowthMulti-factor strategy capturing long-term growth. Minimum 35% allocation ensures LTCG taxation benefit.
Fixed Income
Stability & LiquidityFor providing stability and keeping "dry powder" ready for opportunistic redeployment.
Commodities
Hedge & DiversificationAllocating beyond Gold and Silver to capture growth cycles of commodities that are truly building the world
Diversified Investment Universe
Equity
Indian Equities
International Stocks*
REIT
Debt
InvITs
Govt Bonds
Corporate Bonds
Commodities
Gold
Silver
Crude Oil
Gas
Copper
Zinc
*Disclaimer: Will expand to include international stocks when RBI Limits permit
Historical Model Performance
Log InOver 5 years, ₹1 lakh invested in the Capitalmind Multi Asset Model grew to ₹3.08 lakhs
| Metric | Capitalmind Multi Asset Model1 | Benchmark | Nifty 500 TRI2 |
|---|---|---|---|
| CAGR | 25.2% | 14.4% | 17.3% |
| Volatility | 10.4% | 7.9% | 12.9% |
| Max Drawdown | -10.4% | -9.7% | -18.6% |
| Sharpe Ratio | 2.3 | 1.8 | 1.4 |
Important: 1. Capitalmind Multi Asset Allocation model represents simulation data from Mar 2017 to Dec 2025. The performance of the model does not represent the performance of the scheme. Past performance is not a guarantee of future returns. Benchmark refers to 50% NIFTY 500 TRI + 25% NIFTY Composite Debt Index + 25% MCX iCOMDEX Composite Index. Source: Capitalmind Analysis 2. For illustrative comparison only and not a benchmark
Capitalmind
Multi Asset
Model
Benchmark
Nifty 500
TRI
Tax-efficient Fund Design
Log InEquity-level Long-Term Taxation
Minimum 35% equity allocation means your gains are taxed as Equity LTCG after 2 years. Even your debt or commodity exposure is taxed as Equity.
Tax-Efficient Asset-Rebalancing
Friction-less Asset Rebalancing: No tax-event triggered when the fund rebalances its allocation across asset classes.
*Disclaimer: This is not tax advice. Tax laws are subject to change as per government policy. Please consult a qualified tax advisor.
Stay updated on Capitalmind Multi Asset Allocation Fund
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Built for long term investors who..
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Want diversification without juggling equity, debt, and commodity allocations separately
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Want to leverage the tax-efficient mutual fund structure for asset allocation
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Understand the philosophy of a rule-based, quantitative approach to investing
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Prefer a hands-off approach, without the stress of chasing markets
The Capitalmind Advantage
Log In
Dynamic Allocation
Quantitative model dynamically allocates across asset classes.
Beyond Gold & Silver
Wide Investable universe that covers Domestic & International* Equities, Bonds, Gold, Silver, Copper, Aluminum, Zinc, Nickel, Crude Oil, Natural Gas, REITs, and InvITs.
Tax Efficient
A multi-asset fund rebalances internally without triggering capital gains tax.
Peace of Mind
Enables a hands-off approach, without the stress of chasing markets
Riskometer
Scheme Name: Capitalmind Multi Asset Allocation Fund
This product is suitable for investors who are seeking* :
- Long term capital appreciation by investing in a diversified portfolio.
- Investing in equity and equity related instruments, debt and money market instruments, Commodities including Exchange Traded Commodity Derivatives.
*Investors should consult their financial advisers if in doubt about whether the product 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
(50% NIFTY 500 TRI + 25% NIFTY Composite Debt Index + 25% MCX iCOMDEX Composite Index)
(As per AMFI Tier I Benchmark)
#Kindly note that the above product labelling assigned during the New Fund Office (“NFO”) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
Frequently Asked Questions
Gold is an excellent hedge, but it doesn't capture all economic cycles. Energy commodities and industrial metals often move differently from gold and equities, providing additional diversification. Our broader basket helps capture these opportunities.
Yes, for most investors. When you rebalance your own portfolio, every sale triggers capital gains tax. A Multi-Asset Fund can switch assets internally tax-free; you only pay tax when you redeem. You also benefit from professional management and quantitative signals that individual investors typically can’t replicate.
Not necessarily. While diversification is often associated with moderate returns, our backtested model indicates otherwise. Prudent asset allocation can provide the benefits of diversification without sacrificing capital growth. That said, past performance is not a guarantee of future returns.
Lumpsum: Rs.5,000 SIP: Rs.1,000 per month
You can invest directly through Capitalmind Investor Portal, or through platforms like Zerodha Coin, Groww, MF Central, Kuvera, ETMoney, and through your trusted partners.
We’re always thrilled to hear from investors like yourselves. Write to us support@capitalmindmf.com or call 1800-570-5001 (toll-free).
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