Capitalmind

Capitalmind Select India One (IN/AIF3/23-24/1357) is a SEBI-registered Category III Alternative Investment Fund registered in September 2023, managed by Capitalmind Financial Services Private Limited (formerly Wizemarkets Analytics Private Limited) — a Bengaluru-based quantitative investment management firm founded by Deepak Shenoy in 2014. This is Capitalmind's maiden AIF, launched in mid-2024 with a target corpus of INR 500 crore. The fund is a long-bias, multi-factor equity strategy investing in 20–40 stocks across market capitalisation and sectors, combining Momentum, Low Volatility, and Quality factors in a quantitatively managed portfolio with active risk management including systematic hedging and cash-call mechanisms. Minimum investment is INR 1 crore, targeting sophisticated HNI and institutional investors. The AIF builds on Capitalmind's successful PMS track record — particularly the Adaptive Momentum strategy which delivered a post-fees TWRR of 27.06% over five years ending March 2025. Capitalmind manages over INR 2,000 crore in assets across 1,400+ PMS and AIF clients. The firm also holds a SEBI Mutual Fund license (MF/084/25/10) via Capitalmind AMC, a wholly owned subsidiary. Capitalmind is headquartered at 2323, Prakash Arcade, 17th Cross, 27th Main, 1st Sector, HSR Layout, Bengaluru 560102.

Capitalmind's investment philosophy is built on quantitative, factor-based, data-driven investing with full transparency. The firm pioneered factor-based investing for Indian HNIs and believes in systematic, rules-based portfolio construction that removes emotional bias from decision-making. For Capitalmind Select India One, the strategy combines three well-established equity factors — Momentum (buying recent price winners), Low Volatility (preferring stable, lower-risk stocks), and Quality (focusing on financially healthy companies) — into a diversified multi-factor portfolio. The fund uses statistical rigour with deep market context awareness, embedding risk management at every step. Capitalmind is uniquely committed to transparency, publishing daily equity curves for its strategies calculated per SEBI norms — a practice uncommon among Indian PMS and AIF providers.