Mutual Fund Baskets
Optimize your wealth with expertly managed mutual fund baskets. Invest in a dynamic, rules-based portfolio for adaptable growth or an all-weather strategy for steady, tax-efficient investing—both designed for long-term success.
Smart Investing made easy
Choose a strategy that aligns with your goals. SmartCore adapts dynamically for optimi returns, while All Weather provides a hands-off, tax-efficient way to grow your wealth — both built with systematic discipline.
Key Features
Diversified Allocation
Invests across high-performing funds within Flexicap, Midcap, Smallcap, Contra, Focused, Large-Cap, Multi-Cap and Value categories.
Low-Churn, Tax-Efficient Strategy
Optimized to minimize costs while maintaining market adaptability.
Transparent & Low-Cost
Direct fund investments with no hidden commissions, just a fixed annual management fee.
Hands-Off Investing
Ideal for those seeking a professionally managed, hassle-free mutual fund portfolio.
Robust, Dependable Portfolio Construction
Funds are chosen based on longevity, track record, AUM health, multi-period Sharpe ratios, consistency of returns, and volatility metrics.
Why a managed basket of Mutual Fund works
- Combined broad market exposure across market caps at the core of the portfolio.
- The satellite allocation allows exposure to alternate fund categories based on their performance consistency.
- Prioritises risk-adjusted performance to ensure a prudent balance of returns and volatility.
- Minimizes churn to optimise costs and tax efficiency while staying nimble.
Is this a right strategy for you?
Value a Data-Driven, Adaptive Approach
If you appreciate the power of an objective fund selection model that dynamically allocates to funds showing consistency in performance and volatility with periodic rebalances.
Want to consolidate your Mutual Fund investments
Since our mutual fund strategies provide broad equity exposure across market caps, styles and strategies, it is suited for investors looking to consolidate their equity portfolio in one convenient place.
Prefer a Hands-Off Investment Solution
It is a great fit for investors who want a professionally managed, continuously monitored portfolio without spending hours on research and rebalancing. Our systematic rebalancing ensures your investments stay optimised with zero effort on your part.
Appreciate Simplicity and Transparency
We buy Direct plans of the chosen Mutual Funds identified by our fund selection model. This means we don’t get any compensation from AMCs, ensuring our incentives are always aligned with yours.
Capitalmind All Weather Performance
SI = Since Inception: 2022-07-13
Returns are net of fees and transaction costs. Returns for periods >1Y are annualized.
Performance data is not verified by SEBI.
Last updated: 2025-04-02
Downloads
Whitepapers on the Capitalmind MF Baskets - All Weather and SmartCore
Frequently Asked Questions
How often is the portfolio rebalanced?
All Weather Portfolio: Minimal churn; only changed when necessary based on long-term performance. SmartCore Portfolio: Reviewed twice a year to retain top-performing funds while optimizing for taxes and risk-adjusted returns.
Is this portfolio tax-efficient?
Yes. Both portfolios are designed to minimize churn, which reduces short term capital gains tax.
Do you invest in Regular or Direct Mutual Funds?
We buy Direct plans of the chosen Mutual Funds. We don’t get any commissions from AMCs, ensuring our incentives are always aligned with yours.
What is the fee structure for MF Baskets?
All Weather Portfolio: 0.50% per year of the amount managed. SmartCore Portfolio: 0.75% per year of the amount managed. We do not charge profit-sharing fees—your gains remain yours.
Can I withdraw my investment anytime?
Yes, you can redeem your investment at any time. However, for optimal returns, we recommend a long-term investment horizon to benefit from market cycles and compounding.
Are these portfolios actively or passively managed?
All Weather Portfolio follows a low-churn, passive approach focused on diversification and tax efficiency. SmartCore Portfolio is actively optimized, dynamically adjusting fund selection through systematic semi-annual review and tax-efficient rebalancing.
Connect with our Client Advisory Team
Get your customised strategy consultation on how All Weather or SmartCore can fit into your long-term investment plan. Don't forget to ask for review of your mutual fund portfolio!
SEBI Regd. Portfolio Manager : INP000005847