Capitalmind Mutual Fund has announced its first New Fund Offer (NFO), called the Capitalmind Flexi Cap Fund.
This fund is based on the Flexi Cap theme, meaning it will invest across large cap, mid cap, and small cap stocks.
The NFO opens for public investment on July 18, 2025, and will close on July 28, 2025. The price of one unit during the NFO is Rs 10.
This is an open-ended equity scheme, giving investors a chance to build a balanced stock market portfolio.
Investment Strategy of Capitalmind Flexi Cap Fund
The fund follows a rule-based, active investment strategy. It uses a model that selects stocks based on four main factors:
Momentum: Stocks that have performed well recently
Value: Stocks available at attractive prices but with growth potential
Profitability: Companies that consistently report strong profits
Low Volatility: Stocks that carry lower risk of price swings
The fund actively adjusts its investments based on market conditions, sectors, and company sizes (large, mid, or small).
Competing Flexi Cap Funds in the Market
According to AMFI data, there are 39 Flexi Cap Funds currently available with a combined AUM (Assets Under Management) of over Rs 4.8 lakh crore. The top five funds in this category include:
Parag Parikh Flexi Cap Fund – Rs 1,10,392 crore AUM
HDFC Flexi Cap Fund – Rs 79,976 crore AUM
Kotak Flexi Cap Fund – Rs 54,435 crore AUM
UTI Flexi Cap Fund – Rs 26,099 crore AUM
Aditya Birla Sun Life Flexi Cap Fund – Rs 23,478 crore AUM
Key Details of the Capitalmind Flexi Cap NFO
Fund House: Capitalmind Mutual Fund
NFO Open Date: July 18, 2025
NFO Close Date: July 28, 2025
Scheme Type: Open-ended dynamic equity scheme
Minimum Investment: Rs 5,000 (lump sum), Rs 1,000 (SIP for 6 months)
Lock-in Period: None
Exit Load: 1% if redeemed within 12 months
Fund Manager: Anoop Vijayakumar
Risk Level: Very High
Benchmark: Nifty 500 TRI
Asset Allocation Plan
Equity and related instruments: 65% to 100%
Debt and money market instruments: 0% to 35%
REITs and InvITs: 0% to 10%
Units of other mutual fund schemes: 0% to 5%
