Capitalmind Mutual Fund, headquartered in Bengaluru and led by CEO Deepak Shenoy, is a SEBI-registered AMC offering innovative, data-driven schemes like Multi Asset Allocation, Arbitrage, Flexi Cap, and Liquid Funds. Their philosophy blends quantitative models with investor education, aiming to make investing approachable and transparent for Indian investors.
🏢 About Capitalmind Mutual Fund
- Sponsor: Capitalmind Financial Services Pvt. Ltd.
- AMC: Capitalmind Asset Management Pvt. Ltd.
- Trustee: Capitalmind Trustee Pvt. Ltd.
- CEO: Deepak Shenoy
- SEBI Registration No.: MF/084/25/10
- Headquarters: HSR Layout, Bengaluru, Karnataka
- AUM (as of March 31, 2026): ₹472 crore
📊 Schemes Offered
| Fund Name | Category | Risk Level | NAV (June 2026) | Highlights |
|---|---|---|---|---|
| Multi Asset Allocation Fund | Hybrid | Very High | ₹10.06 | Diversified across equity, debt, gold, silver, copper, REITs, InvITs, crude, natural gas |
| Arbitrage Fund | Hybrid | Low | ₹10.15 | Exploits price differences in cash & futures markets |
| Flexi Cap Fund | Equity | Very High | ₹9.78 | Invests across large, mid, and small-cap stocks |
| Liquid Fund | Debt | Moderate | ₹1036.54 | Short-term debt instruments for liquidity and stability |
💡 Investment Philosophy
- Evidence-driven: Guided by the principle “Broadly Right beats Precisely Wrong.”
- Quantitative models: Factor-based strategies to minimize bias.
- Investor-first: Transparent communication and education for retail investors.
- Core belief: Earnings are the engine, sentiment is the accelerator.
⚠️ Risks & Considerations
- High-risk exposure: Multi Asset Allocation and Flexi Cap carry Very High risk.
- Volatility factors: Arbitrage and Liquid Funds are safer but subject to interest rate and liquidity risks.
- Compliance: KYC mandatory for all investors.
- Fraud alerts: Capitalmind warns against misuse of its brand name; always verify official channels.
🎯 Why Investors Choose Capitalmind
- Diversification: Access to multiple asset classes in one portfolio.
- Technology-driven: Supervised automation and digital-first servicing.
- Local expertise: Bengaluru-based AMC with focus on Indian retail investors.
- Transparency: Operates strictly under SEBI regulations with fiduciary responsibility.
How to Invest in schemes of Canara Robeco Mutual Fund?
KYC Compliance
- Complete your KYC (Know Your Customer) with PAN, Aadhaar, and bank details.
- If already KYC-verified, you can directly proceed to investment.
Choose Scheme
- Select from equity, debt, or hybrid schemes based on your financial goals.
- Review scheme documents (SID, KIM, factsheet) for risk, benchmark, and expense ratio.
Investment Mode
- SIP (Systematic Investment Plan): Invest fixed amounts monthly.
- Lump Sum: One-time investment.
- STP/SWP: Systematic transfer or withdrawal plans for flexibility.
Online Platforms
- Official Canara Robeco Mutual Fund website.
- AMC mobile app.
- Third-party platforms (Groww, Zerodha Coin, Paytm Money, etc.).
Offline Channels
- Submit application forms at Canara Robeco branches.
- Authorized distributors or financial advisors.
- Canara Bank branches (tie-up with AMC).
Payment Options
- Net banking, UPI, debit mandate for SIPs.
- Cheque/DD for offline investments.
Track & Monitor. Download account statements periodically. Use AMC portal or app to check NAV, portfolio, and returns.