Capitalmind Flexi Cap Fund - Direct Plan

AMC: CAPITALMIND Moderate Risk Equity Flexi Cap

📊 Quick Summary Of This Page

Capitalmind Flexi Cap Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.83%
Expense Ratio
Mr. Anoop Vijaykumar
Fund Manager
Growth
Plan Type
18 Jul 2025
Launch Date
1%
If Units redeemed or switched out within 1 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 1 months from the date of allotment - Nil.
Exit Load
NAV Momentum
Fund Analysis

Capitalmind Flexi Cap Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Flexi Cap funds is 66.68% .

The largest portfolio holding is THE FEDERAL BANK LTD with a portfolio weight of 4.22% .

Holdings Insights

The fund currently owns more than 35 stocks.

The top 10 holdings account for 37.53% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A -1.16%
2 Year Return N/A 12.01%
3 Year Return N/A 35.81%
4 Year Return N/A 52.38%
5 Year Return N/A 66.68%
6 Year Return N/A 109.08%
7 Year Return N/A 129.34%
Expense Ratio 0.83% -
NAV History
Fund Information

AMC: CAPITALMIND

Category: Equity • Flexi Cap

Launch Date: 18 Jul 2025

Fund Manager: Mr. Anoop Vijaykumar

Minimum Purchase: ₹5,000

Exit Load: If Units redeemed or switched out within 1 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 1 months from the date of allotment - Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Capitalmind Flexi Cap Fund - Direct Plan is managed by CAPITALMIND and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Capitalmind Flexi Cap Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Capitalmind Flexi Cap Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Capitalmind Flexi Cap Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Capitalmind Flexi Cap Fund - Direct Plan, based on the latest portfolio data.

Capitalmind Flexi Cap Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Capitalmind Flexi Cap Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Capitalmind Flexi Cap Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Capitalmind Flexi Cap Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Capitalmind Flexi Cap Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Capitalmind Flexi Cap Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Capitalmind Flexi Cap Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Capitalmind Flexi Cap Fund - Direct Plan and making investment decisions.

Yes, Capitalmind Flexi Cap Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Capitalmind Flexi Cap Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Capitalmind Flexi Cap Fund - Direct Plan to estimate returns and wealth creation over different time periods.