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Business Standard
2 days ago
- Business
- Business Standard
Capitalmind Flexi Cap Fund debuts: Data-led, momentum-driven investing
Capitalmind Asset Management on Friday announced the launch of its first mutual fund, the Capitalmind Flexi Cap Fund, an actively managed equity scheme using a quant-led, momentum-based strategy. The fund aims to dynamically allocate across large, mid, and small-cap stocks, with built-in risk management, and is open for investment from July 18 to July 28, 2025, the company said in a statement. Key details: The fund uses a multi-factor approach with momentum at its core, dynamically allocating across large, mid, and small-cap stocks, with built-in risk management and hedging flexibility NFO runs from July 18 to July 28, 2025; benchmarked to Nifty 500 TRI, with a minimum investment of ₹5,000 and SIPs starting at ₹1,000 The fund will allocate a minimum of 65% to equity and equity-related instruments, and up to 35% in debt securities and money market instruments, with a provision to invest up to 10% in REITs and INVITs. While the primary allocation will remain in equities, the dynamic nature of the strategy ensures flexibility to reposition during adverse market cycles or volatility spikes using predefined hedging rules. Investment strategy decoded: The fund's design eliminates behavioral biases and reduce discretionary decision-making in equity allocation. The strategy is rooted in data-led discipline but remains flexible in its execution depending on market cycles. The strategy will also incorporate hedging techniques where necessary to manage downside risk. All you should know about the Fund: Units will be allotted post closure, with the scheme benchmarked against the Nifty 500 Total Return Index (TRI) and classified under the 'Very High Risk' category in the SEBI Risk-o-Meter. The minimum initial investment during the NFO period is ₹5,000 and in multiples of ₹1 thereafter. For Systematic Investment Plans (SIPs), the minimum is ₹1,000 per installment with a minimum of six installments. Investors can also switch into the scheme with a minimum of ₹1,000. An exit load of 1% of applicable NAV applies to investments that are less than one year. The fund is available in the growth option, both Regular and Direct modes. With this launch, Capitalmind Mutual Fund marks its entry into the mutual fund space, drawing upon the extensive experience and track record of its sponsor, Capitalmind Financial Services Private Limited (CFSL). "Known for its legacy in quantitative research, systematic investing, and investor-first thinking, CFSL now brings these strengths into a regulated, retail-ready product through the Capitalmind Flexi Cap Fund, crafted for long-term investors with a high-risk appetite who seek disciplined, strategy-backed exposure to equity markets," the company said. As India transitions from an emerging market to a more mature, domestically driven economy, there's growth potential across sectors and company sizes. This shift creates opportunity but also complexity, and requires investors to go beyond traditional, fixed-cap approaches. 'The Capitalmind Flexi Cap Fund is designed around a rule-based, quantitative approach that minimizes bias and emotion in portfolio construction. Rather than relying on forecasting or market narratives, the strategy uses data-driven factors to guide investments across the full spectrum of market capitalizations; large, mid, and small-cap stocks," said Deepak Shenoy, CEO, Capitalmind Mutual Fund. 'We designed the Capitalmind Flexi Cap Fund to do two things well; stay in step with the market's strongest trends and to change allocation when the data says risk is rising. By combining momentum with a dynamic mix of other proven factors, our rules-based framework moves across large, mid, and small cap opportunities while being mindful of downside risk. The result, we believe, is a disciplined yet agile investment approach that lets investors compound wealth over the long term without having to predict the market's next move.' said Anoop Vijaykumar, Head of Equity & Fund Manager, Capitalmind Asset Management Pvt. Ltd. Capitalmind Mutual Fund has partnered with Kfin Technologies Ltd. as the Registrar & Transfer Agent (RTA) and Deutsche Bank AG as the custodian for the scheme.
Mint
2 days ago
- Business
- Mint
A Flexi-Cap Fund with a Focussed Approach – Motilal Oswal Flexi Cap Fund
After a broad-based rally in equities, markets may enter a phase of consolidation. During such periods, portfolios focused on companies with strong business fundamentals and consistent earnings growth potential may offer differentiated performance compared to broader market indices. The Motilal Oswal Flexi Cap Fund builds a diversified portfolio across large, mid and small cap stocks, with the objective of generating capital appreciation, subject to market risk. Mutual funds have emerged widely used route for investing in equities. Indian mutual fund industry managed assets worth ₹ 74 trillion, as on June 30, 2025, as per monthly data released by Association of Mutual Funds in India (AMFI). Flexi cap funds — which offer fund managers the flexibility to invest across market capitalisations — recorded net inflows of ₹ 5,733 crore in June 2025. Motilal Oswal Flexicap Fund is a diversified equity scheme that invest in shares of companies across market capitalisations– large-cap, mid-cap and small-cap - without restrictions on sector or company size. This flexible mandate allows fund managers to invest across sectors based on opportunity identified through research. The portfolio typically consists of up to 35 stocks reflecting a focused investment approach that seek to represent the fund managers, high conviction ideas within the overall investment objective of the scheme. The current portfolio comprises stocks across market capitalisations and sectors. It is positioned to potentially benefit from India's ongoing economic recovery. As estimated by the Reserve Bank of India, the Indian economy is expected to post 6.5% real GDP growth. The top five sectors in which the scheme has invested - IT-software, consumer durables, industrial products, retailing and telecom, offer solid diversification. CIO and Fund Manager at Motilal Oswal AMC – Niket Shah mentions 'Our Flexi-Cap strategy, backed by our fund house philosophy QGLP framework, ensures we invest only in high-quality companies with robust ROE/ROCE, long-term earnings growth potential and disciplined valuations. By aligning at least 65% of our portfolio with structural themes like China+1, Make in India, financialisation and tech services, we aim to build a resilient, high-growth portfolio that can capitalize on economic recoveries while smoothing volatility for investors.' Though the scheme aims to generate capital appreciation in the long term, the fund managers are actively reviewing the portfolio and modify allocations based on their assessment of market opportunities and associated risk-reward assessment. Importantly, the fund's focused approach to portfolio construction is balanced with agility. The fund managers actively adjust allocation across market capitalisations and sectors and may reduce exposure to stocks that no longer align with the investment rationale. The scheme maintains a high active share, reflecting a differentiated portfolio compared to its benchmark index, the Nifty 500 TRI, shaped by the fund managers' investment thesis. The scheme attempts to strike a balance between a focused, high conviction portfolio and active risk management with agility. Its quality-focused approach seeks to participate in long terms opportunities while aiming to manage downside risk. Investors seeking a diversified equity scheme with a long-term financial horizons - such as retirement or a child's education - may consider Motilal Oswal Flexicap Fund a suitable candidate for their core equity portfolios with a long term investment timeframe. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The term 'Hi-Quality and Hi- Growth Portfolios' refer to Motilal Oswal AMC's defined fund management processes based on internal qualitative and quantitative research parameters & not be construed as investment advice to any party. The above statements reflect our investment philosophy and should not be construed as indicative of future performance. Note to the Reader: This article is part of Mint' promotional consumer connect initiative and is independently created by the brand. Mint assumes no editorial responsibility for the content.
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Business Standard
5 days ago
- Business
- Business Standard
Deepak Shenoy's Capitalmind to launch Flexi Cap Fund: Who should invest?
Capitalmind Flexi Cap Fund: Deepak Shenoy-led Capitalmind Mutual Fund is set to launch the Capital Mind Flexicap Fund, an open-ended dynamic equity scheme investing across largecap, midcap, and smallcap stocks. The new fund offer (NFO) will open on Friday, July 18, 2025 and close on Monday, July 28, 2025. The scheme will track the Nifty 500 TRI, which is also tracked by most of the other flexi-cap funds. 'The composition of the aforesaid benchmark is such that it is most suited for comparing the performance of the scheme,' as per the SID. According to the scheme information document (SID), the investment objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalisation, i.e. large-cap, mid-cap and small-cap stocks. However, there is no assurance that the investment objective of the scheme will be achieved. As per the scheme risk-o-meter, the funds invested in the scheme will be at very high risk. The scheme will offer both direct and regular plans. However, each of the plans will offer only the Growth option. It will also have a common portfolio across both plans. Anoop Vijaykumar will be the designated fund manager for the scheme. He is the chief investment officer (CIO) and equity fund manager at Capitalmind. During the NFO, investors can invest a minimum of ₹5,000 and in multiples of ₹1 thereafter. Through a Systematic Investment Plan (SIP), the minimum investment amount required is ₹1,000 and can be increased in multiples of ₹1 thereafter, with a minimum of six instalments required. According to the SID, if units are redeemed or switched out within 12 months from the date of allotment, a 1 per cent of the Net Asset Value (NAV) will be charged as an exit load. However, no exit load will be charged if units are redeemed or switched out after 12 months from the date of allotment. Capitalmind Flexi Cap Fund: Who should invest According to the SID, the fund is suitable for investors seeking long-term wealth creation and investment predominantly in equity and equity-related instruments across largecap, midcap, and smallcap stocks. However, investors should consult their financial advisors if in doubt whether the product is suitable for them.
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Business Standard
08-07-2025
- Business
- Business Standard
Looking for market momentum? ICICI Prudential's new fund may be the answer
In a bid to offer investors a more strategic way to ride market trends, ICICI Prudential Mutual Fund on Wednesday launched the ICICI Prudential Active Momentum Fund—an open-ended equity scheme designed to capture opportunities arising from persistent trends in stock prices and earnings. At the heart of the fund is a unique approach that blends price momentum with earnings momentum, setting it apart from traditional momentum strategies that rely solely on technical price patterns. 'We aim to approach momentum in a fundamental manner by focusing on earnings and estimates momentum, complemented by price momentum,' said Sankaran Naren, Executive Director & Chief Investment Officer, ICICI Prudential AMC. 'India's equity market is diverse, and this strategy allows the fund to flexibly move across sectors and market caps to harness emerging trends.' What Is Momentum Investing? Momentum investing is a strategy that targets stocks already on an upward trend, betting that their momentum will continue in the near term. ICICI Prudential's approach incorporates two distinct forms: Price Momentum: Focuses on stocks that are already rising in price based on technical factors and market sentiment. While effective in the short term, it can be susceptible to sudden trend reversals. Earnings Momentum: Selects stocks with rising earnings estimates or improving analyst ratings—suggesting that the upward trend is supported by improving fundamentals. This is considered more sustainable over time. How the Fund Identifies Momentum The fund uses a hybrid strategy—combining top-down macroeconomic views (sector, policy, interest rate trends) and bottom-up stock analysis (earnings revisions, margins, operational metrics) to identify opportunities. Example: The IT sector historically showed strong stock performance that tracked earnings growth. Similarly, NBFCs showed price volatility based on interest rate cycles—highlighting how macro and micro trends influence momentum. Why Consider This Fund? ICICI Prudential Active Momentum Fund offers flexibility on multiple levels: Moves across sectors – Captures trends wherever they emerge, from tech to industrials. Adaptable investment style – Automatically pivots between growth, value, or quality depending on what's leading the market. Cross-market cap flexibility – Momentum can occur in large-cap, mid-cap, or small-cap stocks, and this fund is built to chase those trends. Dual analysis model – Combines top-down macro insights and bottom-up stock selection for diversified exposure. Key Details : · Name of Scheme: ICICI Prudential Active Momentum Fund · Type: An open ended equity scheme following momentum theme · Benchmark Index: Nifty 500 TRI · Minimum Application Amount: ₹5,000 (plus in multiples of Re. 1) · Minimum Additional Investment: ₹1,000 (plus in multiples of Re. 1) · Exit Load: 1% of applicable NAV for redemptions within 12 months; Nil thereafter · Fund Managers: Ms. Manasvi Shah and Ms. Sharmila D'silva (overseas investments) The Active Momentum Fund's focus on sustainable trends driven by real earnings growth, coupled with the ability to move dynamically across styles and sectors, aims to give investors the edge they need to stay ahead of the curve. As always, potential investors should assess their risk appetite and investment horizon before making any decisions.
Time of India
08-07-2025
- Business
- Time of India
NFO Alert: ICICI Prudential Mutual Fund launches active momentum fund
ICICI Prudential Mutual Fund has announced the launch of the ICICI Prudential Active Momentum Fund , an open ended equity scheme following momentum theme. It is an offering designed to capture opportunities arising from persistent price and earnings/estimates trends in the market. The new fund offer or NFO of the fund is open for subscription and will close on July 22. Also Read | NFO Insight: Quant Mutual Fund's equity saving fund opens for subscription. Should you add this in current market scenario? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Bank Owned Properties For Sale In Trung Liet (Prices May Surprise You) Foreclosed Homes | Search ads Search Now Undo The fund will be benchmarked against Nifty 500 TRI and will be managed by Manasvi Shah and Sharmila D'silva. 'We aim to approach momentum in a fundamental manner by focusing on earnings/estimates momentum, complemented by price momentum. India's equity market is diverse with stocks and sectors displaying varied earnings trends at different points in time, and our Scheme aims to capitalise on these trends,' said Sankaran Naren, ED and CIO, ICICI Prudential AMC. Live Events "The Scheme has the flexibility to move across sectors; market caps and uses a combination of top down and bottom-up approach in portfolio construction,' Naren added. The scheme's unique approach combines earnings/estimates and price momentum, allowing it to adapt seamlessly to changing market conditions, and benefiting from sustained trends, according to a release by the fund house. The minimum application amount is Rs 5,000 (plus in multiples of Re 1) and for additional investment, the minimum application amount is Rs 1,000 (plus in multiples of Re 1) An exit load of 1% of applicable NAV for redemptions within 12 months and the exit load will be nil thereafter. Also Read | Best mid cap mutual funds to invest in July 2025 According to the fund house, one should invest in this fund because it provides flexibility to move across sectors thereby widening the universe, moves across styles basis the market trends, provides flexibility to move across market caps depending upon the flows, and lastly has flexible investment approach which means it is mix of top down & bottom up approach. The fund is suitable for investors seeking long-term wealth creation and who want an open-ended equity fund investing in equity and equity related instruments of companies reflecting momentum factors. What is momentum investing ? It is a strategy that aims to capitalize on the continuance of existing trends (price trends or earning trends) in the market.
