Capitalmind Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is MIRAE ASSET GOLD ETF with a portfolio weight of 5.40% .
The fund currently owns more than 35 stocks.
The top 10 holdings account for 37.83% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 8.09% |
| 2 Year Return | N/A | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.45% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
5.40%
|
|
| 2 |
4.46%
|
||
| 3 | Finance - Mutual Funds |
4.23%
|
|
| 4 |
3.86%
|
||
| 5 | Others - Not Mentioned |
3.78%
|
|
| 6 | Consumer Discretionary |
3.46%
|
|
| 7 |
3.44%
|
||
| 8 | Financials |
3.10%
|
|
| 9 | Energy |
3.05%
|
|
| 10 | Consumer Staples |
3.05%
|
|
| 11 | Finance - Mutual Funds |
3.03%
|
|
| 12 | Health Care |
2.98%
|
AMC: CAPITALMIND
Category: Hybrid • Multi Asset Allocation
Launch Date: 23 Feb 2026
Fund Manager: Mr. Anoop Vijaykumar
Minimum Purchase: ₹5,000
Exit Load: If Units redeemed or switched out within 12 months from the date of allotment - 1% of the applicable NAV. If redeemed/switched out after 12 months from the date of allotment - NIL
Lock-in: 1
Risk: Moderate Risk
Capitalmind Multi Asset Allocation Fund - Direct Plan is managed by CAPITALMIND and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds