Fund Snapshot
Capitalmind Adaptive Momentum PMS
Driven by our rigorous quantitative model, Capitalmind Adaptive Momentum easily analyzes the universe of investable securities to recognize those exhibiting strong price momentum. This helps them identifying the portfolio that will give them maximum returns on the existing trends.
Since 2019, Capitalmind Adaptive Momentum has one of the longest real money track records in India. So, you can trust us easily to keep your funds safe!
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About Fund Manager
Anoop Vijaykumar : Fund Manager & Research Head
Pankaj brings over 20 years of extensive fund management experience. At Kotak Mutual Fund, he successfully managed ₹56,000 crore ($6.75 billion) over 14 years. Under his leadership, the Kotak Emerging Equity Fund grew from ₹113 crore ($13 million) in 2010 to ₹36,000 crore ($4.33 billion), becoming India’s second-largest mid-cap fund. The Kotak Small Cap Fund also saw impressive growth, rising from ₹127 crore ($15 million) to ₹13,000 crore ($1.56 billion), making it the fifth-largest small-cap fund. His contributions helped Kotak Mutual Fund’s total assets under management reach ₹3.50 lakh crore by November 2023, placing it among India’s top five asset management companies. Pankaj has been recognized as one of India’s top fund managers by Outlook Business, The Economic Times, and Morning Star from 2016 to 2022.
Why Capitalmind Wealth
Experienced
Deepak Shenoy, our CEO and Fund Manager, has over 20 years of experience in Indian markets and is regular on CNBC TV18 and ET Now as a guest.
Tech focus
We use tech to empower our strategy building, execution and reporting. The tech focus helps us empower customers by keeping the cost low. Our fee is less than most mutual funds, even in direct mode!
Transparency
At Capitalmind Wealth, everything is transparent. The portfolios, the fee, the reporting, the communication, the successes and the setback. That’s the ethos.
Max Impact
Stocks and debt. No complex instruments. Automated Tax Loss Harvesting. Low churn. On demand reports. Our strategy is to keep you informed but not demand your time.
Unique Features
We take a disciplined, data-driven approach to investing that is tailored to your needs and adapts to changing market conditions
Comprehensive portfolio strategies
Portfolios set across different principles that offer an edge in changing markets.
Competitive fee
Very competitive fee that is comparable to most mid and MultiCap mutual funds. And we don’t take a chunk from your profits!
Transparent reporting
A well-balanced view into your portfolio performance, holdings, transactions and fees.
Dynamic allocation and deployment
Design your portfolio with a mix of strategies and use our algorithm-based deployment over time to manage risk.
Why AIF&PMS Experts?
Over 350 investors
have invested in
our process
Over ₹500 crores
have been invested using
our process
Trusted by
investors across
10 countries
Over 15,000 investors
use our tools before
deciding to invest
