What is the story about?
Capitalmind Mutual Fund has launched two new schemes – the Capitalmind Multi Asset Allocation Fund and the Capitalmind Arbitrage Fund. The New Fund Offer (NFO) period for both schemes runs from February 23 to March 9, with reopening scheduled for March 20.
The Multi Asset Allocation Fund aims to provide investors with exposure across equities, fixed income, and commodities, using a rules-based framework for allocation. Equities will comprise 35–80% of the portfolio, fixed income 10–55%, and commodities 10–55%.
The fund incorporates a diversified commodity strategy that includes metals, energy, and precious metals, rather than limiting exposure to gold and silver.
The fund is positioned for investors with a medium- to long-term horizon seeking a single investment covering multiple asset classes.
ALSO READ | ICICI Pension Funds launches NPS Swasthya Equity Plus under PFRDA sandbox
The Arbitrage Fund is designed to generate returns by capturing price differences between cash and futures markets. It employs strategies such as cash-and-carry arbitrage, futures-to-futures arbitrage, and event-driven arbitrage linked to corporate actions like mergers and buybacks.
Arbitrage funds generally offer low volatility and tax benefits due to their equity exposure, while aiming to deliver debt-like returns.
Both funds are managed by Anoop Vijaykumar and Prateek Jain. Minimum investment during the NFO is ₹5,000 for lump-sum and ₹1,000 for systematic investment plans (SIP).
Capitalmind Mutual Fund is managed by Capitalmind Asset Management, a wholly owned subsidiary of Capitalmind Financial Services.
The fund house provides actively managed schemes targeting retail and institutional investors, focusing on data-driven and systematic investment strategies.
The Multi Asset Allocation Fund aims to provide investors with exposure across equities, fixed income, and commodities, using a rules-based framework for allocation. Equities will comprise 35–80% of the portfolio, fixed income 10–55%, and commodities 10–55%.
The fund incorporates a diversified commodity strategy that includes metals, energy, and precious metals, rather than limiting exposure to gold and silver.
The fund is positioned for investors with a medium- to long-term horizon seeking a single investment covering multiple asset classes.
ALSO READ | ICICI Pension Funds launches NPS Swasthya Equity Plus under PFRDA sandbox
The Arbitrage Fund is designed to generate returns by capturing price differences between cash and futures markets. It employs strategies such as cash-and-carry arbitrage, futures-to-futures arbitrage, and event-driven arbitrage linked to corporate actions like mergers and buybacks.
Arbitrage funds generally offer low volatility and tax benefits due to their equity exposure, while aiming to deliver debt-like returns.
Both funds are managed by Anoop Vijaykumar and Prateek Jain. Minimum investment during the NFO is ₹5,000 for lump-sum and ₹1,000 for systematic investment plans (SIP).
Capitalmind Mutual Fund is managed by Capitalmind Asset Management, a wholly owned subsidiary of Capitalmind Financial Services.
The fund house provides actively managed schemes targeting retail and institutional investors, focusing on data-driven and systematic investment strategies.
