Apex India for NRIs & OCIs
Own India’s Largest Companies. Directly.
A large-cap equity portfolio that gives NRIs and OCIs direct stock exposure to India's biggest companies, without any pooled investment vehicle in the structure.
Large-cap India Exposure, Built Around Your Tax Reality
For many NRIs and OCIs, the tax and reporting complications of investing in Indian mutual funds make them impractical. Owning Indian stocks directly can offer a more favorable alternative. Apex India takes this route, building a portfolio of India's leading large-cap companies, selected for their scale, governance, and ability to participate in India's long-term growth.
Mutual Fund Tax Barriers
We help NRIs and OCIs invest directly in Indian stocks and avoid the mutual fund structure that can create unfavorable tax treatment and complex reporting requirements in their country of residence.
Strategic India Allocation
We help you build a dedicated allocation to Indian equities, whether you're investing towards goals in India or looking to participate in its long-term growth.
Large-Cap Exposure, Simplified
We build exposure to India's leading large-cap companies, whose scale and financial strength can help moderate volatility and drawdowns, without requiring you to hold every stock in the index.
How Apex India is Built and Managed
The Foundation Sleeve (75-80%)
We invest in the 20 largest NIFTY 50 stocks by free-float market capitalization. These companies have historically driven much of the index’s returns, making them the foundation of the portfolio. Selection is entirely rules-based; no views, no discretionary overrides.
The Edge Sleeve (20-25%)
We select up to 10 additional large-cap stocks from NIFTY ranks 26–100, based on the fund manager’s conviction. This gives us room to act on opportunities we believe can outperform the index, while keeping the portfolio anchored to its foundation.
Illustrative only — live performance data coming soon
Apex India (Illustrative) vs NIFTY 50 TRI
| Period | Apex India (illustrative) | NIFTY50 TRI |
|---|---|---|
| 3 Months | 3% | -2.8% |
| 6 Months | 8% | -0.5% |
| 1 Year | 12% | -7.1% |
Apex India has not accumulated a live track record yet. These are illustrative figures, not actual returns.
Is Apex India Right for You?
Who is it for?
1. Looking for an alternative to Indian mutual funds
You are an NRI or OCI living in a jurisdiction where investing in Indian mutual funds comes with significant tax and reporting complications.
2. Want exposure to India's large caps
You want to invest directly in India's leading large-cap companies through a focused equity portfolio.
3. Investing for the long term
You have a minimum investment horizon of five years and want to build wealth through Indian equities.
4. Comfortable with equity market swings
You understand that equity investing comes with volatility and periods of drawdown, and are prepared to stay invested through them.
Who is it NOT for?
1. Resident Indian investors
You can invest in Indian mutual funds without the overseas tax complications that Apex India is designed to address.
2. NRIs and OCIs without mutual fund restrictions
You live in a jurisdiction where investing in Indian mutual funds does not create significant tax or reporting complications, and can consider our mutual fund-based PMS strategies.
Keep Up With The Latest
Market & Investment Updates
Keep up with our Latest
offerings & Business updates
Frequently Asked Questions
SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services, including Apex India.
You own stocks directly in your own demat account, with no pooling. Every holding and trade is visible to you in real time. For NRIs and OCIs, PMS also avoids the cross-border tax complications that make Indian mutual funds difficult to access.
You'll receive a Monthly Fund Manager report, along with full visibility into your holdings at any time.
Yes. PMS investments are not locked in — you can redeem your holdings, subject to standard settlement timelines.
Yes, Capitalmind Portfolio Managers is a SEBI-registered portfolio management service.
Book a call with our team, complete KYC and the onboarding agreement, and your portfolio construction begins from there.