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| Items | Specifics |
| Asset Management Fees | Please reach out to your advisor |
| Entry & Exit Fee | Nil |
| Performance fee | Nil |
| Deployment | Immediate deployment. Can move to cash at fund manager’s discretion. |
| Portfolio Churn | 40% | rebalances 3-4 times a year |
| Number of Stocks | 30-35 |
| Universe | NSE-listed stocks |
| Fund Type | Sectorial PMS |
Capitalmind Surge India Portfolio
About Company
Get data driven investment strategies to grow your wealth through investmenting megatrends by – Capitalmind Surge India. We are a company that is home to many companies looking for India’s rapid growth in economic expansion.Our portfolio has 30+ stocks to invest in large, mid, and small caps focusing on the companies to primarily focus on the development of the Indian economy to grow massively.Capitalize on the pulse of progress by investing in the megatrends driving India’s growth with Capitalmind Surge India. This strategy homes in on companies at the forefront of India’s burgeoning growth, offering you a share in the country’s vibrant economic expansion.A fundamental portfolio of 30+ stocks invested across large, mid and small caps, focused on companies building for the Indian economy, with paradigm shifts providing the runway to the massive growth
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About Fund Manager
Anoop Vijaykumar : Fund Manager & Research Head
Anoop oversees the PMS’s Momentum Portfolio and Capitalmind Premium (Capitalmind Wealth). He served as a management consultant for Kearney and has held executive positions at Microsoft and Honeywell. He holds a Bachelor of Engineering from Bombay University and an MBA from the Indian School of Management.
Portfolio Strategy
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