Capitalmind Flexi Cap Fund beats benchmark in 6 months; 8,000+ investors join

Capitalmind Flexi Cap Fund, which completed six months on February 6, has outperformed its benchmark and category since launch, attracting broad participation across India with over 8,000 investors and 3,000 empaneled distributors.

The Flexi Cap Fund (Direct Growth) delivered a simple annualised return of 3.98%, outperforming the Nifty 500 TRI’s 2.57% and the Flexicap category average of 0.58% over the same period. The fund has thus beaten both its benchmark and category average since inception.

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According to a press release from the fund house, the Flexi Cap Fund (Direct Growth) delivered a simple annualised return of 3.98%, outperforming the Nifty 500 TRI’s 2.57% and the Flexicap category average of 0.58% over the same period. The fund has thus beaten both its benchmark and category average since inception.

It has also been reported that 36.7% of investors have invested more than twice in its schemes over the last six months, reflecting repeat participation from early investors.

The milestone comes alongside continued growth in overall scale. The AUM of schemes of Capitalmind Mutual Fund stands at Rs 459 crore as of January 31, 2026.

Over the last six months, the AMC has focused on building a solid operational and investing foundation, with clear processes across investing frameworks, risk management, investor servicing, and compliance. As the product suite expands, the AMC remains focused on consistency of philosophy, disciplined execution, and transparency in how it communicates with investors and partners, said the release.

Deepak Shenoy, CEO, Capitalmind Asset Management, said, “This milestone is a reflection of our community, our partners, and our team, who believe a systematic, evidence-based approach deserves to sit at the center of retail investing.”

“We are building this business for the long term, with transparency and clarity of communication as non-negotiables as we scale,” Shenoy added further.

Since its inception (August 4, 2025) up to January 31, 2026, Capitalmind Flexi Cap Fund (Direct, Growth) has delivered a simple annualised return of 3.98% against the benchmark (Nifty 500 TRI) return of 2.57%. Over the same period, the Flexicap category average return was 0.58% (simple annualized).

“Our launch coincided with the imposition of additional US tariffs on India, triggering fresh volatility in domestic markets. Whether the recent trade deal and Q3 earnings will improve sentiment remains to be seen. Our fund is designed to stay flexible across styles and market capitalisations and respond accordingly,” said Anoop Vijaykumar, Head of Equity at Capitalmind Asset Management.

“While six months is a short period, we are encouraged by the early execution. Our objective is to compound patiently through market cycles and earn our unitholders’ trust as a core equity allocation in their portfolios,” he added.

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From a governance and philosophy standpoint, the fund house reiterated its focus on robust processes, investor education, and service. “This moment belongs to the investor community we serve,” said Vashistha Iyer, Non-Executive Director at Capitalmind Asset Management. “Good investing needs strong infrastructure. Our role is to build systems that allow the investment process to run seamlessly across compliance, reporting, and service—this is what governance means to us,” he added.

Looking ahead, Capitalmind plans to launch the Capitalmind Multi-Asset Allocation Fund and the Capitalmind Arbitrage Fund soon. With these additions, the fund house will offer investors access across equity, debt, and commodities—covering the full spectrum of major asset classes—while continuing to follow a process-led, risk-aware approach, the release said.