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Capitalmind Surge India Portfolio
Fund Snapshot
| Items | Specifics |
| Asset Management Fees | Please reach out to your advisor |
| Entry & Exit Fee | Nil |
| Performance fee | Nil |
| Deployment | Immediate deployment. Can move to cash at fund manager’s discretion. |
| Portfolio Churn | 40% | rebalances 3-4 times a year |
| Number of Stocks | 30-35 |
| Universe | NSE-listed stocks |
| Fund Type | Sectorial PMS |
Portfolio Strategy
- Invest in Mahatrends
- Long-term growth stocks
- Competent management
- Large addressable market
- Strong governance
- Special situations flexibility
- Pre-defined risk management
- Reasonable liquidity
Key Features
- Capitalmind Momentum Portfolio
- Capitalmind Momentum
- Capitalmind PMS Strategies
- Momentum Fund
- Adaptive Momentum
- Investment in Pms
- Investment Portfolio
- Managing Investments
- Investing Strategies
- Capitalmind PMS
- Best Stock Portfolio
- CapitalMind Surge India
- Asset Management
Investing in महा trends
We help you invest in महा (Devanagari for Mega) trends, also referred as mega trends to drive India’s growth. It includes financialization, logistics transformation, import substitution, broader shifts in domestic consumption, and the multi-decadal changes to transform India.
Decadal Growth Potential
We look for companies with large addressable markets, strong track records of execution, and at an inflection point of potential growth to match our execution.
Strong Risk Management
We look for managements that walk the talk when it comes to doing what they say – so we prefer managements who act as fiduciaries for their shareholders without any hassle.
Special Situations
Get up to 20% of to curate a dynamic portfolio and the amazing opportunity to incorpate actions that include mergers or demergers, spin-offs of individual business units and other actions to unlock shareholder value and increase your wealth. .
Unique Feature
We take a disciplined, data-driven approach to investing that is tailored to your needs and adapts to changing market conditions
Comprehensive portfolio strategies
Portfolios set across different principles that offer an edge in changing markets.
Competitive fee
Very competitive fee that is comparable to most mid and MultiCap mutual funds. And we don’t take a chunk from your profits!
Transparent reporting
A well-balanced view into your portfolio performance, holdings, transactions and fees.
Dynamic allocation and deployment
Design your portfolio with a mix of strategies and use our algorithm-based deployment over time to manage risk.
Why Capitalmind Wealth
Experienced
Deepak Shenoy, our CEO and Fund Manager, has over 20 years of experience in Indian markets and is regular on CNBC TV18 and ET Now as a guest.
Tech focus
We use tech to empower our strategy building, execution and reporting. The tech focus helps us empower customers by keeping the cost low. Our fee is less than most mutual funds, even in direct mode!
Transparency
At Capitalmind Wealth, everything is transparent. The portfolios, the fee, the reporting, the communication, the successes and the setback. That’s the ethos.
Max Impact
Stocks and debt. No complex instruments. Automated Tax Loss Harvesting. Low churn. On demand reports. Our strategy is to keep you informed but not demand your time.
