Fund Details

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Fund Name

Capitalmind Multi Asset Allocation Fund

Plan

Regular Plan & Direct Plan

Option

Growth & IDCW - Payout

Minimum Investment

₹5000 (lumpsum)

Minimum Investment

₹1000 (SIP)

Benchmark

50% NIFTY 500 TRI + 25% NIFTY Composite Debt Index + 25% MCX iCOMDEX Composite Index

Exit Load:

1% of applicable NAV
(If redeemed/switched within 365 from the date of allotment)

Fund Manager

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Mr. Anoop Vijaykumar

Head of Equity

20

+ Years of
overall experience

Managing this fund since inception.

Mr. Prateek Jain

Head of Fixed Income

15

+ Years of
overall experience

Managing this fund since inception.

Fund Label

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This product is suitable for investors who are seeking*

• Long term capital appreciation by investing in a diversified portfolio
• Investing in equity and equity related instruments, debt and money market instruments, Commodities including Exchange Traded Commodity Derivatives

*Investors should consult their financial advisors if in doubt about whether the scheme is suitable for them.

Note: Please visit the website address for latest Riskometer updates: www.capitalmindmf.com

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Scheme Documents

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Scheme Presentation

Scheme
Video

Key Information Memorandum

Scheme Information Doc

Application Form

MAAF Bank Details

Capitalmind Multi Asset Allocation Fund FAQs

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Why do you invest in commodities beyond just Gold & Silver?

Gold is an excellent hedge, but it doesn't capture all economic cycles. Energy commodities and industrial metals often move differently from gold and equities, providing additional diversification. Our broader basket helps capture these opportunities.

Is this better than buying stocks, bonds, and gold separately myself?

Yes, for most investors. When you rebalance your own portfolio, every sale triggers capital gains tax. A Multi-Asset Fund can switch assets internally tax-free; you only pay tax when you redeem. You also benefit from professional management and quantitative signals that individual investors typically can’t replicate.

Do I have to accept lower returns for diversification?

Not necessarily. While diversification is often associated with moderate returns, our backtested model indicates otherwise. Prudent asset allocation can provide the benefits of diversification without sacrificing capital growth. That said, past performance is not a guarantee of future returns.

What is the minimum investment?

Lumpsum: Rs.5,000
SIP: Rs.1,000 per month

Where can I buy this fund?

You can invest directly through Capitalmind Investor Portal, or through platforms like Zerodha Coin, Groww, MF Central, Kuvera, ETMoney, and through your trusted partners.

I have a different question. How can I get in touch with Capitalmind?

We’re always thrilled to hear from investors like yourselves. Write to us at support@capitalmindmf.com or call 1800-570-5001 (toll-free).