Capitalmind Premium subscribers get exclusive access to Five model portfolios & One active strategy with distinct risk-return profiles.
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- CM Passive: A low-cost low-touch large-cap portfolio meant for the long-term
- CM Momentum: Algorithmically picked portfolio of stocks based on price-momentum
- CM Chase: NIFTY + Futures Systematic Trend-Following Strategy
- CM Focused: Bottom up fundamentally picked equity portfolio
- CM Fixed Income: Portfolio of three to five debt mutual funds
- CM Low Volatility Portfolio: Factor based portfolio of stocks showing lower relative volatility
- CM Equity Mutual Fund Portfolio: Active mutual funds for building long term wealth
The chart below represents the approximate target risk-return profiles of the five portfolios compared to a simple buy-and-hold NIFTY strategy.
Most subscribers build a portfolio using 1 or more of these using guidelines we publish on our ‘Getting Started’ page.
For immediate access to all Capitalmind Portfolios
Read on to see a snapshot of our portfolio investment philosophy and performance since inception.
How to allocate to Capitalmind Portfolios?
We have a longer post at on how you should allocate to Capitalmind Portfolios . The summary:
- Figure out asset allocation (equity vs. debt vs. more aggressive)
- Capitalmind has portfolios for each type
- We suggest you invest in all, but depends on what kind of strategy you would like
- Here’s a sample way to think about it:
Capitalmind Passive Strategy
Philosophy: A low-cost low-touch combination of index funds investing in large cap Indian and US stocks, rebalanced annually
Review / Rebalance Frequency: Annual
Minimum Investment Amount: ₹ 10,000
Portfolio Launch: Sep 2019
Past Performance
Capitalmind Momentum Portfolio
Philosophy: An algorithmically selected portfolio of 15 to 20 stocks showing strong price momentum with near-term price and volume threshold conditions.
Review / Rebalance Frequency: Weekly
Minimum Investment Amount: ₹ 60,000 (can go up to ₹ 100,000)
Portfolio Launch: Jan 2019
Past Performance:
Capitalmind Chase
Philosophy: Systematic trend-following long-short strategy that takes positions in NIFTY futures in addition to an investment in NIFTY ETF
Review / Rebalance Frequency: Daily
Minimum Investment Amount: ₹ 10,00,000
Portfolio Launch: July 2020
Past Performance:
Capitalmind Focused Portfolio (previously called LT Multicap)
Philosophy: Revamped in April 2020 to be constructed with a combination of stocks in emerging sectors with potential for delivering strong growth and special situation deep value opportunities. Time horizon of 18 to 36 months.
Review / Rebalance Frequency: Quarterly
Minimum Investment Amount: Upto ₹ 3,25,000 (includes Cash component if any)
Portfolio Launch: 1 Jan 2019
Past Performance:
Capitalmind Fixed Income Portfolio
Philosophy: The essential counterbalance in any asset allocation strategy is that the Fixed Income portfolio is meant to deliver a slight premium over the risk-free rate while minimising the risk of capital loss. Consists of between three and five debt mutual funds.
Review / Rebalance Frequency: Quarterly
Minimum Investment Amount: ₹ 10,000
Portfolio Launch: Jan 2015
Past Performance:
Capitalmind Equity Mutual Fund Portfolio
Philosophy: Capitalmind Mutual Fund Portfolio comprises three active funds that allow us adequate diversification across strategies, categories, and risk-return profiles.
Review / Rebalance Frequency: Yearly
Minimum Investment Amount: ₹ 10,000
Portfolio Launch: August 2022
Capitalmind Low Volatility Portfolio
Philosophy: Capitalmind Low Volatility holds a diverse portfolio of stocks demonstrating relatively lower volatility than the market.
Review / Rebalance Frequency: Quarterly
Minimum Investment Amount: ₹ 75,000
Portfolio Launch: August 2021
For immediate access to all Capitalmind Portfolios