The asset manager reported that investors are spread across over 2,700 pin codes, with participation from smaller towns and cities (B30 locations) accounting for nearly 40% of its investor base across about 1,900 pin codes. The fund house also said that 36.7% of its investors have invested more than twice in its schemes over the past six months.
As of January 31, 2026, Capitalmind Mutual Fund’s total assets under management (AUM) stood at ₹459 crore across all its schemes.
On performance, the AMC said the Capitalmind Flexi Cap Fund (Direct, Growth) delivered a simple annualised return of 3.98% from its launch on August 4, 2025, through January 31, 2026. Over the same period, the benchmark Nifty 500 TRI returned 2.57%, while the flexi-cap category average stood at 0.58%, according to AMFI data cited by the fund house.
Market volatility during the period, including trade-related uncertainty, shaped early performance, the fund manager said.
“Our launch coincided with additional tariffs and renewed volatility in Indian markets,” said Anoop Vijaykumar, Head of Equity, Capitalmind AMC. “Six months is a short window, but we are encouraged by early execution. The fund is designed to remain flexible across styles and market caps.”
Deepak Shenoy, CEO of Capitalmind AMC, said the firm has focused on building investment processes, risk management systems, and compliance frameworks during its first six months. “We are building this business for the long term with clarity in communication as we scale,” he said.
From a governance perspective, Vashistha Iyer, Non-Executive Director, said the fund house aims to strengthen operational systems around reporting, compliance, and investor servicing.
Looking ahead, Capitalmind said it plans to file for two additional products — a Multi Asset Allocation Fund and an Arbitrage Fund — as part of its effort to broaden offerings across equity, debt, and commodities.
The fund house reiterated that past performance does not guarantee future returns and advised investors to read scheme documents and consult financial advisors before investing.
