Capitalmind Mutual Fund: Schemes, Returns & SIP Guide
Capitalmind Mutual Fund launched in April 2025 with 4 schemes and ₹636.74 crore AUM. Learn about top funds, risk metrics, and how to start a SIP.
Capitalmind Mutual Fund is a recently established AMC incorporated on 11 April 2025, sponsored by Capitalmind Financial Services Pvt. Ltd. The fund house currently manages ₹636.74 crore across 4 schemes, with a philosophy centred on data-driven, transparent, and long-term investing for retail investors.
Key takeaways
- Capitalmind Mutual Fund received SEBI in-principle approval on 26 August 2024 and was incorporated on 11 April 2025.
- The AMC manages ₹636.74 crore in AUM across 4 schemes: Flexi Cap, Multi Asset Allocation, Liquid, and Arbitrage.
- The fund house is led by CEO Deepak Shenoy and is headquartered in Bengaluru, Karnataka.
- Its core investment approach emphasises data-centric, transparent, and long-term wealth creation.
- Investors can start a SIP or lump-sum investment through Invo Wealth or other registered online platforms.
About Capitalmind Mutual Fund
Capitalmind Mutual Fund is the mutual fund arm of Capitalmind Financial Services Pvt. Ltd., an SEBI-registered wealth management firm. SEBI granted in-principle approval on 26 August 2024, with final approval and formal incorporation following on 11 April 2025. Headquartered at HSR Layout, Bengaluru, the AMC was set up to extend a data-centric, transparent, and long-term investing philosophy to a broader base of retail mutual fund investors.
The fund house is governed by Capitalmind Trustee Private Ltd., with a board that includes Mr. Avijeet Sen (Associate Director), Mr. Jasnoor Gill, Mr. Rakesh Godhwani, and Ms. Zarin Rahiman (all Independent Directors). CEO Deepak Shenoy leads the management team, supported by Compliance Officer Mr. Naganandan R M.
Key Fund House Details
The table below summarises essential information about Capitalmind Mutual Fund.
| Field | Detail |
|---|---|
| Total AUM | ₹636.74 crore |
| Number of schemes | 4 |
| AMC age | 1 year |
| Incorporation date | 11 April 2025 |
| Sponsors | Capitalmind Financial Services Pvt. Ltd. |
| Trustee organisation | Capitalmind Trustee Private Ltd |
| Trustees | Mr. Avijeet Sen - Associate Director, Mr. Jasnoor Gill - Independent Director, Mr. Rakesh Godhwani - Independent Director, Mr. Zarin Rahiman - Independent Director |
| CEO | Deepak Shenoy(Chief Executive Officer) |
| Compliance officer | Mr. Naganandan R M |
| Address | 1st floor Prakash Arcade 2323, 17th Cross Road, 1st Sector, HSR Layout, Bengaluru, Karnataka Bengaluru 560102 |
Top 4 Capitalmind Mutual Fund Schemes
The following funds are the top 4 schemes ranked by Invo Wealth's internal score, showing available returns data. Given the AMC's recent launch, longer-term return history is not yet available for most schemes.
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Capitalmind Flexi Cap Fund | Flexi Cap Fund | 2.56% | 4.46% | -- | -- |
| Capitalmind Multi Asset Allocation Fund | Multi Asset Allocation Fund | -- | -- | -- | -- |
| Capitalmind Liquid Fund | Liquid Fund | 6.76% | -- | -- | -- |
| Capitalmind Arbitrage Fund | Arbitrage Fund | -- | -- | -- | -- |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk Metrics: How Do These Funds Compare?
For a newly launched fund house, assessing risk metrics is especially important since long-term return data is limited. The table below covers volatility, maximum drawdown, and Sortino ratio for each scheme.
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Capitalmind Flexi Cap Fund | INF226401026 | 4.14% | 13.87% | -9.33% | -0.24 |
| Capitalmind Multi Asset Allocation Fund | INF226401083 | -- | 8.27% | -5.67% | -- |
| Capitalmind Liquid Fund | INF226401042 | -- | 0.27% | -0.01% | -2.27 |
| Capitalmind Arbitrage Fund | INF226401141 | -- | 1.80% | -0.44% | -- |
Reading the Risk Numbers
The Capitalmind Liquid Fund stands out for its near-zero volatility (0.27%) and a maximum drawdown of just -0.01%, making it appropriate for parking short-term or emergency funds. The Capitalmind Flexi Cap Fund carries equity-level volatility at 13.87% with a maximum drawdown of -9.33%, which is expected for a flexi cap equity scheme. The Capitalmind Arbitrage Fund (volatility 1.80%, max drawdown -0.44%) and the Capitalmind Multi Asset Allocation Fund (volatility 8.27%, max drawdown -5.67%) sit between these two extremes, offering moderate risk profiles.
How to Invest in Capitalmind Mutual Fund
Investors can start a SIP or make a lump-sum investment through multiple channels. Sign up on Invo Wealth to get complete portfolio insights and start investing in mutual funds that suit your financial goals. You can also invest directly via Capitalmind's official website or any other SEBI-registered online investment platform.
How to Start a SIP
- Select a Capitalmind scheme that matches your risk appetite and investment horizon.
- Decide on your SIP amount and preferred frequency (monthly, quarterly, etc.).
- Complete your KYC if not already done.
- Place your SIP request through your chosen platform using your folio number or registered credentials.
How to Increase Your SIP Amount
Capitalmind Mutual Fund, like most fund houses, offers a Step-up or Top-up SIP facility that lets you raise your SIP contribution periodically. Confirm availability with the fund house or your investment platform before activating this feature, and use a Step-up SIP calculator to estimate the impact on your target corpus.
How to Redeem Your Investment
For offline redemption, visit the nearest Capitalmind fund house office and submit a redemption form. Online, log in to Capitalmind's official website using your folio number, or initiate redemption through any registered platform where you hold units.
How to Cancel a SIP
You can stop your SIP at any time by placing a Cancel SIP request. This can be done by logging into the fund house's website with your folio number, contacting your distributor or agent, or cancelling through the investment platform where the SIP was originally set up.
Conclusion
Capitalmind Mutual Fund is a new but purposefully built AMC with 4 schemes spanning equity, multi-asset, liquid, and arbitrage categories, and ₹636.74 crore in AUM. Its data-driven, long-term investing philosophy sets a clear direction, though investors should weigh the limited return history against the risk metrics available and ensure any scheme selected aligns with their own financial objectives.
Frequently asked questions
How do I start a SIP in Capitalmind Mutual Fund online?
You can start a Capitalmind Mutual Fund SIP online through Invo Wealth, the fund house's official website, or any other registered online investment platform or mobile application. No offline visit is required to begin investing.
How do I calculate my Capitalmind Mutual Fund SIP returns?
To estimate your SIP corpus, you need your monthly investment amount, SIP tenure, number of instalments already paid, and an expected rate of return. A SIP calculator can combine these inputs to project the future value of your investment.
How do I redeem my Capitalmind Mutual Fund investment?
For offline redemption, visit the nearest Capitalmind fund house office and submit a redemption form. Online, log in to the official Capitalmind website using your folio number, or redeem through any registered investment platform where you hold units.
Can I increase my SIP amount in Capitalmind Mutual Fund?
Yes, you can increase your SIP using the Step-up or Top-up SIP facility if the fund house offers it. It is advisable to confirm availability with Capitalmind or your investment platform, and use a Step-up SIP calculator to plan the revised amount before making changes.
How do I cancel a Capitalmind Mutual Fund SIP online?
You can stop your SIP at any time by placing a Cancel SIP request online. Log in to the Capitalmind website using your folio number, contact your distributor or agent, or cancel directly through the investment platform where the SIP was originally set up.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).