
The new fund offer or NFO of the fund started from July 18 and closed on July 28. The AUM of Rs 100 crore was achieved till August 22, according to a press release by the fund house.
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Capitalmind Mutual Fund’s NFO-to-scale journey reflects a simple idea executed with discipline which is to build evidence-based strategies for long-term wealth creation and be transparent. The result is Rs 120+ crore in AUM, driven by 5,100+ unique investors, 1800+ empanelled distributors and 1600+ SIP transactions by the end of September 7 signals broad-based confidence from both its community and partners
The milestone rests on the Capitalmind brand’s journey from a research-first platform to an asset management company—anchored in data, clarity of communication, and a vibrant investor community.
“Crossing Rs 100 crore this quickly is a celebration of our community— investors, partners, and our team—who believed a systematic, evidence-based approach belongs at the center of retail investing,” said Deepak Shenoy, CEO, Capitalmind Asset Management.
“For those who’ve followed the Capitalmind brand over the years, this trajectory isn’t a surprise,” Shenoy further adds.
Investor education sits at the core of Capitalmind’s operating model “This moment belongs to the community we serve” said Vashistha Iyer, Non Executive Director, Capitalmind Asset Management Pvt. Ltd.
“We built the Capitalmind brand with a service-first mindset, and that shows up in how we educate, how we design, and how we support investors and distributors every day. These impressive results are outcomes of that philosophy,” Iyer added.
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Looking ahead, Capitalmind Mutual Fund will deepen SIP participation,
strengthen platform and distributor integrations, and uphold the disciplined & evidence-based investment processes across market cycles, said the release.
Capitalmind Mutual Fund, managed by Capitalmind Asset Management Private Limited, is a wholly owned subsidiary of Capitalmind Financial Services Pvt. Ltd. (Sponsor). Guided by CEO Deepak Shenoy, the fund aims to design actively managed schemes that help retail investors, high net-worth individuals and corporates achieve specific financial goals.
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