Capitalmind Adaptive Momentum PMS

Fund Snapshot

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.

Strategy Overview

Capitalmind Momentum Portfolio approach is built on the core principle of the momentum factor, that stocks that have exhibited strong price momentum continues to grow.

Key Features

Quantitative Portfolio Selection

Our algorithm scores and ranks the universe of investable stocks on a composite metric quantifying price momentum and allocates to the stocks in the top-decile, repeating this process at regular intervals.

Waters the flowers, Pulls the weeds

Our objective is to set the rules to hold stocks to have controlled proce momentum. Through this way, we ensure that only the strongest stocks stay in your portfolio.

Fluid across Market Caps and Sectors

We have created a sector and market-cap agnostic strategy to allocate the pockets that shows strongest relative price momentum with robust risk-management. With this feature, we make it easy for you to fully or partially cash your investment, whenever market conditions starts to differ.

Risk Management – A key part of its design

While managing investments, we put quantitative filters that shift the portfolio partially or fully out of equities into alternate assets or cash whenever markets start going down. It is an effective risk-management strategy that helps you save your money without any hassle.

Demystifying Momentum

Capitalmind Adaptive Momentum is India’s longest-running Momentum PMS strategy. With just One Rupee investment in Adaptive Momentum at inception, you can get Rupees 3.53 in five years, that shows an increase of 253%.

However, if you will invest the same rupee in the NSE500, then it will turn to worth 2.35, which equals to a 135% increase.

With this example, it becomes easier for you to understand and manage a quantitative momentum strategy, get real-time insights, and create wealth for yourself. So, whata re you waiting for? Get CapitalMind PMS Strategies today!

Who Should Invest in Adaptive Momentum?

You’re fine with an investing strategy that is based on behavioral economics rather than company analysis You are comfortable with frequent buying and selling – it’s a feature not a bug You understand that if we (and our algorithm) don’t see momentum signals in the market we’ll move to cash and stay that way till the market starts recovering (Optional) You’ve had some experience with long term fund managers, the buy & hold worldview and would like a different and disciplined approach

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.