Capitalmind Mutual Fund has announced the launch of two new investment offerings – the Capitalmind Multi Asset Allocation Fund and the Capitalmind Arbitrage Fund. The New Fund Offer (NFO) for both schemes is open from February 23 to March 9, with the schemes set to reopen on March 20.
The Multi Asset Allocation Fund is structured to provide exposure across equities, fixed income and commodities through a rules-based allocation model. Under the framework, equities will account for 35–80 percent of the portfolio, fixed income 10–55 percent and commodities 10–55 percent.
The commodity strategy is diversified and includes metals, energy and precious metals, rather than restricting exposure to gold and silver. The scheme is positioned for investors with a medium- to long-term investment horizon seeking diversified exposure through a single fund.
The Arbitrage Fund aims to generate returns by capturing pricing differences between cash and futures markets. It will use strategies such as cash-and-carry arbitrage, futures-to-futures arbitrage and event-driven arbitrage linked to corporate actions including mergers and buybacks. Arbitrage funds typically offer low volatility and tax efficiency due to their equity exposure, while targeting debt-like returns.
Both schemes will be managed by Anoop Vijaykumar and Prateek Jain. The minimum investment during the NFO period is ₹5,000 for lump-sum investments and ₹1,000 for systematic investment plans.
Capitalmind Mutual Fund operates under Capitalmind Asset Management, a wholly owned subsidiary of Capitalmind Financial Services. The fund house offers actively managed schemes for retail and institutional investors, with a focus on data-driven and systematic investment strategies.
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