Capitalmind Mutual Fund, founded in 2025, seeks to introduce a quantitative, data-driven investment approach for investors looking to gain equity market exposure, with a particular emphasis on flexi-cap strategies.
The firm emphasises transparency, rigorous quantitative research, and leveraging technology in its processes. It draws on its existing track record in PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) operations, as well as on the Capitalmind brand’s research platform and digital community, to support its mutual fund offering.
Its initial offering is the Capitalmind Flexi Cap Fund, an equity fund that invests across large, mid, and small-cap stocks, with a goal of long-term capital appreciation. The fund seeks to outperform the NIFTY 500 benchmark on a risk-adjusted basis.
Here is a concise overview of key facts and leadership details about Capitalmind Mutual Fund to provide a clear understanding of the company:
Incorporated | 11 Apr. 2025 |
Mdceo | Deepak Shenoy |
Trustee | Capitalmind Trustee Private Ltd |
Cio | NA |
Investing in Capitalmind Mutual Fund schemes on Bajaj Markets is quick and fully online. The process involves:
Login: Visit the Bajaj Markets website or mobile app using your registered mobile number.
Navigate: Go to the ‘Investments’ section and select ‘Mutual Funds’.
KYC Completion: Provide essential details such as PAN and bank account information to complete verification.
Account Activation: Once your profile is verified, your account will be ready for transactions.
Start Investing: Choose from available Capitalmind Mutual Fund schemes and begin investing.
Flexible Payment Options: Make investments conveniently through UPI, net banking, RTGS, or NEFT.
This streamlined, paperless process ensures investors can manage their portfolios securely, anytime and anywhere.
To invest in Capitalmind Mutual Fund schemes via Bajaj Markets, investors need to submit valid identity and address proof documents as part of the KYC (Know Your Customer) process. The required documents include:
Valid identity proof (PAN card is mandatory)
Address proof passport, driving licence, voter ID, utility bills etc.)
Bank account details
Valid email address and mobile number for communication
Additionally, the registered address and other details for correspondence are:
Address: 1st Floor, Prakash Arcade, 2323, 17th Cross Road, 1st Sector, HSR Layout, Bengaluru, Karnataka 560102
Toll-Free Contact Number: 1800-570-5001
Email: support@capitalmindmf.com
Founder & CEO of Capitalmind, overseeing strategy, vision and product launches
Background in technology and finance. Has held roles in software engineering, quantitative investing, strategy consulting and trading
Engineering degree (Computer Science) and an MBA (Banking & Finance)
Under his leadership, Capitalmind’s PMS business has grown gradually. Also steered the mutual fund business (Flexi Cap Fund) to cross ₹100 crore AUM in just 35 days after launch
Investments & Head of Research at Capitalmind; also the Fund Manager for their Flexi Cap scheme
Professional experience includes working as a Business Strategy & Operations Consultant (Kearney), and leadership/roles in companies like Honeywell, Zomato, Microsoft
Educational credentials: Bachelor of Engineering from University of Mumbai; MBA from the Indian School of Business (ISB)
Also runs Capitalmind’s “Adaptive Momentum” and “Resilient” strategies in PMS before the Mutual Fund launch
NA | |
Phone | 1800-570-5001 |
Address | 1st floor Prakash Arcade 2323, 17th Cross Road, 1st Sector, HSR Layout, Bengaluru, Karnataka |
A Flexi-Cap fund invests across large, mid, and small-capitalisation companies, allowing the fund manager flexibility to shift exposures based on market opportunities. This can help in capturing growth from different segments while controlling risk, but it also entails higher volatility than a pure large-cap-only fund.
Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
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