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Mutual Fund Baskets

Curated Mutual Fund Baskets

Invest in professionally managed, rules-based portfolios of mutual funds and SIFs, designed for different investment goals, risk appetites, and time horizons.

How Mutual Fund Baskets Help

Smart Investing Made Easy

We take care of fund selection, portfolio construction, and ongoing management, so you don't have to.

  • Independent Fund Selection

    We evaluate and select funds across AMCs using a rules-based process, looking at performance, consistency, risk, and costs rather than relying on fund house reputation.

  • Diversification by Design

    We combine funds across asset classes, market caps, and investment styles to build portfolios suited to different investment objectives.

  • Disciplined Portfolio Management

    Bar chart comparing Renewable Energy and Fossil Fuel allocation

    We regularly review and rebalance portfolios through a rules-based process, adapting to changing market conditions without reacting to every short-term move.

  • Transparent & Low-Cost

    We invest in direct mutual fund plans, with no hidden commissions or performance fees. Just a fixed annual management fee (percentage of AUM).

Explore Our Investment Strategies

Choose a strategy that fits your goals, investment horizons, and the kind of market exposure you want.

A portfolio of index funds and actively managed mutual funds and SIFs to build a diversified equity portfolio across market caps and investment styles.

Learn More

Are Mutual Fund Baskets Right for You?

You want fund selection and portfolio decisions driven by a disciplined, data-driven process rather than market predictions or individual fund manager preferences.

Scattered holdings across five apps, three banks, and paper statements with no single consolidated view

You want a well-diversified portfolio of mutual funds and SIFs rather than having to select, combine, and manage multiple funds yourself.

Average wealth plan showing scattered allocation across fixed deposits, debt bonds, real estate, and single stock with low long-term returns

You want an investment team to handle fund selection, portfolio allocation, and rebalancing, without having to make those decisions yourself.

Portfolio allocation with no built-in plan for when to exit, rebalance, or protect existing investments

You prefer direct mutual fund investments, transparent fees, and an investment approach that isn't influenced by commissions from fund houses.

Disconnected risk, tax efficiency, and asset allocation with no single point of oversight

Frequently Asked Questions

SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services, including Mutual Fund Baskets.

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 your KYC and the onboarding agreement, and your portfolio construction begins from there.