Index Fund Corner
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| Scheme Name | 1-Year Return | Invest Now | Fund Category | Expense Ratio |
|---|---|---|---|---|
| Axis Nifty 50 Index Fund | +32.80% | Invest Now | Equity: Large Cap | 0.12% |
| Axis Nifty 100 Index Fund | +38.59% | Invest Now | Equity: Large Cap | 0.21% |
| Axis Nifty Next 50 Index Fund | +71.83% | Invest Now | Equity: Large Cap | 0.25% |
| Axis Nifty 500 Index Fund | — | Invest Now | Equity: Flexi Cap | 0.10% |
| Axis Nifty Midcap 50 Index Fund | +46.03% | Invest Now | Equity: Mid Cap | 0.28% |
The firm will operate through its newly formed entity, Capitalmind Asset Management Private Limited (Capitalmind AMC).
The AMC will launch actively managed equity schemes based on Capitalmind’s existing quantitative strategies.
Capitalmind currently manages over ₹2,000 crore in assets through its Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), serving more than 1,400 clients.
Its PMS strategies, including Adaptive Momentum and Surge India, have delivered strong post-fee returns over the last five years.
The firm is known for its data-driven, rules-based investing approach.
It also publishes daily equity curves for its PMS strategies, a practice uncommon in the industry.
“Getting SEBI’s final nod validates our efforts to bring transparent, investor-first strategies to a wider audience,” said Deepak Shenoy, Founder and CEO of Capitalmind. “Mutual funds are a natural next step for us.”
Vashistha Iyer, COO of Capitalmind and Board Member of the AMC, said the team built its operations and technology in-house, including fund accounting and automated trading systems.
The mutual fund industry in India has grown significantly, with total assets under management (AUM) crossing ₹65 lakh crore and over 5.3 crore unique investors. Capitalmind aims to stand out in the competitive space with its tech-driven, disciplined investment process.
The firm also has an existing reach through its Capitalmind Premium platform, having served over 20,000 investors. Its online community includes over 4 lakh followers and its finance podcast has crossed 8.5 lakh downloads.
Anoop Vijaykumar, Head of Equities at Capitalmind AMC, said the team aims to simplify investing through strategies backed by evidence and risk awareness. “We see mutual funds as a platform to scale these ideas to a broader retail audience,” he said.
Capitalmind plans to launch its initial equity fund offerings in the coming months. It will later expand into debt, hybrid, and multi-asset categories.
