Capitalmind Flexi Cap NFO: Minimum investment, risk, fund manager, key details

Capitalmind Flexi Cap NFO: Capitalmind Asset Management has launched the launch of its first mutual fund scheme — Capitalmind Flexi Cap Fund, an open-ended dynamic equity scheme designed to invest across largecap, midcap, and smallcap segments. The new fund offer (NFO) opened on Friday, July 18, 2025, and will remain open until Monday, July 28, 2025.

Capitalmind Flexi Cap NFO Details

The fund is benchmarked against the Nifty 500 Total Return Index (TRI) and follows a quantitative, rule-based approach. It aims to capture market opportunities across all capitalisations through a momentum-driven, multi-factor investment framework.

The minimum investment amount during the NFO period is Rs 5,000, with additional investments in multiples of Rs 1. The scheme will be available in growth option, under both direct and regular plans.

An exit load of 1 per cent will apply if units are redeemed within 12 months of allotment, while no exit load will be applicable after one year.

Who manages the fund?

The fund will be managed by Anoop Vijaykumar, Head of Equity and Fund Manager at Capitalmind Asset Management. The strategy and investment framework draw heavily from Capitalmind’s in-house research and portfolio experience led by Deepak Shenoy, CEO of Capitalmind Mutual Fund.

SIP investment options

Investors can start Systematic Investment Plans (SIPs) with a minimum of Rs 1,000 per installment, and a minimum of six installments. SIPs can be set up monthly or quarterly.

Key features of the flexi cap fund

• Flexibility: Invests across large, mid, and smallcap stocks based on data-driven signals
• Quantitative strategy: Uses a rule-based, multi-factor model to minimise emotional and discretionary biases
• Allocation: Adapts to shifting market momentum and adjusts risk exposure as needed
• Capability: May use hedging techniques to manage downside risk during volatility
• Multi-factor approach: Combines momentum with quality, value, and other data-based factors

Shenoy said that our goal is to offer investors a disciplined way to participate in market upside while responding intelligently to risk. The fund’s design is rooted in rules, not predictions.

Who should invest?

The fund is suited for long-term investors with a high-risk appetite who are looking for a systematic, emotion-free approach to equity investing. It offers a differentiated option for those interested in quantitative strategies and flexibility across market segments.