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Capitalmind Flexi Cap Fund(G)-Direct Plan

Capitalmind Flexi Cap Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+4.08%

1Y annualised

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NAV : 21 Sep 2026

₹10.36

Min. SIP amount

₹1,000

Fund size (AUM)

476 Cr

Expense ratio

0.97%

Launched on

04 Aug 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,06,841

Stock Allocation

Stock nameSectorAllocation
Welspun Corp LimitedIron & Steel5.38%
R R Kabel LimitedElectricals3.99%
The Federal Bank LimitedBank3.98%

Fund Composition

476 Cr

Large Cap

33.47%

Mid Cap

34.29%

Small Cap

31.12%

Others

1.12%

Sector Allocation

476 Cr

Healthcare

24.48%

Automobile & Ancillaries

14.69%

Bank

14.50%

Electricals

6.64%

Iron & Steel

5.38%

Fmcg

5.23%

Finance

5.02%

Non - Ferrous Metals

3.42%

Others

20.34%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AV

Anoop Vijaykumar

Present

PJ

Prateek Jain

Present

DA

Divyansh Agnani

Present

Similar/Peer Fund Comparison

Fund name
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.23%
H

HSBC Equity Savings Fund(G)-Direct Plan

+13.05%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+9.26%
A

Aditya Birla SL Equity Savings Fund(G)-Direct Plan

+7.97%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+9.79%
B

Baroda BNP Paribas Equity Savings Fund(G)-Direct Plan

+9.29%
A

Axis Equity Savings Fund(G)-Direct Plan

+9.31%

FAQs

Capitalmind Flexi Cap Fund(G)-Direct Plan is a part of Capitalmind Asset Management Pvt. Ltd., it was incepted on 04 Aug 2025. This fund is managed by Anoop Vijaykumar, Prateek Jain and Divyansh Agnani. It is a Hybrid type of fund.

The current NAV of Capitalmind Flexi Cap Fund(G)-Direct Plan is ₹10.36 (as of 21 Sep 2026).

Capitalmind Flexi Cap Fund(G)-Direct Plan has delivered 4.08% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Capitalmind Flexi Cap Fund(G)-Direct Plan is ₹1000.

The expense ratio of Capitalmind Flexi Cap Fund(G)-Direct Plan is 0.97%.

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