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Capitalmind Surge India Portfolio
Fund Snapshot
| 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 |
Portfolio Strategy
The Capitalmind Portfolio Strategy is engineered as a dynamic, “quantamental” approach that identifies and captures Mahatrends—structural, long-term shifts in the Indian economy that create fertile ground for exponential wealth creation. Rather than chasing short-term market noise, the strategy anchors itself in Long-Term Growth Stocks that possess the resilience to compound capital over multiple business cycles. This is achieved by focusing on companies operating within a Large Addressable Market, ensuring that the “runway” for expansion is vast enough to support multi-bagger returns.
At the heart of the selection process is a non-negotiable focus on Competent Management and Strong Governance. The strategy utilizes rigorous forensic filters to ensure that only businesses with high integrity and superior capital allocation skills enter the portfolio. By aligning with leaders who have a proven track record of navigating complexity, the fund mitigates the “people risk” often associated with aggressive growth investing.
A unique differentiator of this strategy is its Special Situations Flexibility. While the core of the portfolio remains focused on steady compounders, the framework allows for tactical allocations into corporate actions, spin-offs, or temporary market mispricings. This “opportunistic bucket” provides a non-linear return profile that complements the steady growth of the core holdings.
To protect investor capital, the strategy employs Pre-Defined Risk Management protocols. This includes systematic stop-losses and position-sizing rules that remove emotional bias from the exit process. Furthermore, the portfolio prioritizes Reasonable Liquidity, ensuring that positions can be entered or exited without significant impact costs, even during periods of heightened market volatility. This disciplined fusion of quantitative precision and fundamental insight ensures a robust path to long-term financial success.
Investing in major trends
We help you invest in major (Devanagari for Mega) trends, also referred as mega trends to drive India’s growth. It includes financialization, logistics transformation, import substitution, broader shifts in domestic consumption, and the multi-decadal changes to transform India.
Decadal Growth Potential
We look for companies with large addressable markets, strong track records of execution, and at an inflection point of potential growth to match our execution.
Strong Risk Management
We look for managements that walk the talk when it comes to doing what they say – so we prefer managements who act as fiduciaries for their shareholders without any hassle.
Special Situations
Get up to 20% of to curate a dynamic portfolio and the amazing opportunity to incorpate actions that include mergers or demergers, spin-offs of individual business units and other actions to unlock shareholder value and increase your wealth. .
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.
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.
