Capitalmind Select India One

India’s first quantitative multi-factor Alternative Investment Fund

Our investment philosophy

By leveraging advanced analytics and systematic, factor-based strategies, we go beyond traditional investment methods that rely on outdated practices driven by intuition, market trends, or casual advice—approaches that can’t keep up with today’s dynamic landscape.

Our data-driven approach reduces speculation, setting a new standard in reliable, scalable, and repeatable investment outcomes

Case for combining Multiple Factors

Momentum, Low Volatility, and Quality have been the top performing factors in India

Single-factor strategies offer distinct portfolio traits but tend to follow specific performance cycles. A multi-factor approach, however, combines carefully selected factors, backed by rigorous research and tested across varying market conditions. This thoughtful blend of factors not only adjusts to market shifts but also mitigates return cyclicality.

Request for AIF presentation to read more

About the fund

Committed to Proven Factor-Based Investing

Investment Objective

Investment Objective

Deliver long-term wealth appreciation by investing in equity & equity related instruments

Beat the Nifty 50 and Nifty 500 benchmarks over 3-year rolling periods

Investment Approach

Investment Approach

Harvest drivers of equity returns which are systematic, dependable, repeatable, and scalable

Invest in stocks showing high momentum, low volatility, and high quality (the factors which historically have worked for Indian markets)

Cultivate winners, bench laggards

Portfolio Construction & Monitoring

Portfolio Construction & Monitoring

Objective, rules-based, unbiased decision making. Agnostic strategy which bets across size, sector, and style, as opposed to only a handful of pockets

Uses globally proven, well-researched multifactor methods

Adopts “Sleeving/Mixing” approach for better flexibility and exposure to factors as different strategies flourish in different periods

Monthly Rebalancing

Fund Snapshot

Investment Manager : Capitalmind Financial Services Pvt Ltd

AIF CAT 3
AIF CAT 3
Fund Category
Nov 29, 2023
Nov 29, 2023
Fund Inception
Open ended
Open ended
Fund Structure
Nifty 50
Nifty 50
Fund Benchmark(s)
Multifactor
Multifactor
Investment Style
Very High Risk
Very High Risk
Risk Profile
Equity
Equity
Asset Class
Min. 3 years
Min. 3 years
Investment Horizon
INR 1 Crore
INR 1 Crore
Minimum Investment

Frequently Asked Questions

What is an AIF?

An Alternative Investment Fund or AIF means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors.

How is your AIF structured from an operational standpoint?

The AIF (CSIO fund) is set up as a scheme of a trust named Capitalmind Select India One Trust. Axis Trustee Services Limited is the Trustee. The trust has appointed Capitalmind Financial Services Private Limited (“CFSPL”) as the Investment Manager for managing the AIF portfolio. Capitalmind Technology Solutions Private Limited (“CTPL”) is the settlor and sponsor of the AIF. As the Sponsor, CTPL made the initial capital commitment of INR 10 crore to the AIF as per regulatory requirements.

What type of AIF is Capitalmind Select India One and what does it invest in?

The Trust of Capitalmind Select India One (“CSIO”) is registered with SEBI as a Category III AIF under the AIF Regulations. CSIO invests in National Stock Exchange (“NSE”) listed equity and equity related instruments.

Who is the regulator of AIFs?

Securities and Exchange Board of India (“SEBI”).

Contact Us

Fill the form to Request for more details on AIF and to read through Private Placement Memorandum (PPM) and FAQs.

Alternatively, write to us at info@capitalmind.fund for a copy of PPM.

AIF SEBI Registration : IN/AIF3/23-24/1357