Independent Research on Mutual Funds, Stocks & IPOs for Indian Investors

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Capitalmind Flexi Cap Fund Direct Growth

Last Updated:

1-June-2026

About

Fund Name:

Capitalmind Flexi Cap Fund Direct Growth

Inception Date:

04-08-2025

Type:

Type:

NAV:

₹9.96

Expense Ratio:

0.82%

AUM:

₹373.21 Cr

Min SIP:

₹5,000

Fund Manager:

Anoop Vijaykumar

Fund Benchmark:

Nifty 500 TR INR

Exit Load:

1.00% - 0-1 months; 0.00% - >1 months

Fund Objective

To generate long-term capital appreciation by investing predominantly in equity & equity related instruments across market capitalization i.e. large-cap, mid-cap and small-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Returns

5Y Returns (CAGR):

5Y Benchmark Returns (CAGR):

3Y Returns (CAGR):

3Y Benchmark Returns (CAGR):

1Y Returns (CAGR):

1Y Benchmark Returns (CAGR):

Advanced Ratios

3Y Alpha:

3Y Beta:

3Y Sharpe:

3Y Tracking Error:

3Y Standard Deviation:

Holdings

The Federal Bank Ltd

Torrent Pharmaceuticals Ltd

National Aluminium Co Ltd

Coal India Ltd

Vedanta Ltd

State Bank of India

Embassy Office Parks REIT

Ashok Leyland Ltd

3.14%

3.13%

3.02%

2.97%

2.88%

2.77%

2.53%

2.51%

Holdings Analysis

Top 10 Holdings:

30.78%

Stocks:

68.79%

Cash:

30.94%

Bond:

0.26%

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Warning: Investment in Mutual Funds and  Securities Market are subject to market risks. Read all scheme related documents carefully before investing.

Disclaimer: This website provides educational content only and does not offer investment advice.

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