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!
Fund Investment Philosophy
- Systematic Factor Harvesting: The fund is a long-bias multi-factor fund that focuses on "harvesting" reliable drivers of equity returns. It specifically targets three proven factors that have historically outperformed in the Indian market: Momentum (investing in winners), Quality (companies with strong balance sheets and profitability), and Low Volatility (stocks that provide smoother returns).
- The "Sleeving" Approach: To remain adaptable, the fund uses a "Sleeving/Mixing" approach. This allows the manager to adjust exposure to different factors as market regimes shift, acknowledging that different strategies flourish at different times.
- Rules-Based Discipline: Every decision is dictated by objective, pre-defined rules to eliminate emotional bias. The strategy is agnostic to market cap, sector, and style, typically holding a concentrated portfolio of 20 to 40 stocks identified by proprietary algorithms rather than human intuition.
- Active Risk Management: The philosophy emphasizes downside protection alongside growth. The fund utilizes systematic hedging techniques and tactical "cash-calls" to mitigate risk during significant market drawdowns, aiming to deliver consistent risk-adjusted returns.
- Focus on Probabilities: Capitalmind views investing through the lens of ranges and probabilities. By relying on decades of historical data and rigorous statistical analysis, the fund seeks to "make money while the investor sleeps" by remaining alert to evolving market realities.
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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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