About Company
Capitalmind Financial Services Private Limited
Driven by our rigorous quantitative model, Capitalmind Adaptive Momentum easily analyzes the universe of investable securities to recognize those exhibiting strong price momentum. This helps them identifying the portfolio that will give them maximum returns on the existing trends.Since 2019, Capitalmind Adaptive Momentum has one of the longest real money track records in India. So, you can trust us easily to keep your funds safe!
Investment Philosophy
Capitalmind’s philosophy is built on "first-principles" thinking, blending quantitative models with fundamental research to remove emotional bias from investing:
- Quantitative & Rules-Based: Relies on systematic, data-driven strategies (like Adaptive Momentum) rather than subjective predictions or market timing.
- Momentum & Trend Following: A core pillar of their approach is identifying and staying with "winners" while cutting laggards, exemplified by India's longest-running quantitative momentum PMS.
- Risk Management through Diversification: Uses a "Sleeving/Mixing" approach, combining multiple factors (Momentum, Low Volatility, and Quality) to reduce the cyclicality of returns.
- Goal-Based Asset Allocation: Portfolios are tailored to specific life goals (retirement, education) with an algorithmic engine that dynamically adjusts the equity-to-debt ratio based on market conditions.
- Skin in the Game: The management and the company's own capital are invested in the same strategies as their clients, ensuring complete alignment of interests.
- Process over Prediction: Maintains a humble approach to the market, focusing on a repeatable process that works across cycles rather than trying to forecast unpredictable macro events.
- Transparency & Tech-Led Reporting: Provides clients with institutional-grade dashboards and real-time visibility into holdings and performance, built entirely on their proprietary technology.
- Low Churn & Tax Efficiency: Focuses on long-term wealth compounding by minimizing unnecessary trading and choosing tax-efficient instruments like debt mutual funds for cash parking.
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Benchmark: Nifty 50 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Capitalmind Financial Services Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1.84 | 2.57 | 3.20 | 2.59 | 8.03 | 10.11 | 8.62 | 5.94 | NA | 5.91 |
| Benchmark | NA | 1.67 | 7.40 | -8.10 | -5.42 | 0.85 | 8.81 | 12.17 | NA | 8.87 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Krishna Appala
Krishna brings over 13 years of extensive experience in equity research, business analysis, and portfolio management. Before his tenure at Capitalmind, he held strategic leadership roles at major global institutions including Societe Generale, Publicis Sapient, and Fiserv India, where he refined his expertise in financial strategy and complex data modeling. He holds an MBA from IMT Ghaziabad and a Post Graduate Diploma from IIIT Bangalore, combining business acumen with a strong technical foundation. At Capitalmind, Krishna is responsible for executing the firm’s rules-based, multi-factor strategies, ensuring that portfolios remain disciplined and aligned with the quantitative models even during volatile market cycles.
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