Capitalmind PMS or Portfolio Management – Returns, Charges, Support & more
Starting in 2014, the Capitalmind PMS has its headquarters in Bengaluru. The company has more than 800 active clients working with them, and the total AUM they are handling is about Rs.2712 Cr.
Also, the company is expanding and implementing new techniques to manage the investments. A lot of people nowadays are curious about making money from stock markets.
Capitalmind PMS can be an answer to all of their queries. Experts with extensive financial market experience handle the PMS services.
This article is about Capitalmind Portfolio Management and its dedicated features.
| Total AUM | Rs.2712.27 Cr. |
| Avg. 1 Year Return | 22.00% |
| Active Clients | 825 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 10 Years |
Capitalmind PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Why Invest in Capitalmind PMS?
Capitalmind has been investing a lot of resources, time and money in creating innovative strategies for investors and bringing long-term benefits for them.
Let’s look at why you should invest in Capitalmind Portfolio Management Services:
- The company allows investors to exit early without paying extra charges. This feature is handy for beginners who can invest, as the company will enable them to exit whenever they want.
- All implemented strategies of Capitalmind are productive and have provided significant returns to the investor.
- Capitalmind has a fantastic management support system that allows investors to reach the company whenever they have any queries.
- The total AUM handled by Capitalmind is Rs.2712 Cr, and the first-year return with them is close to 22%. The figures are excellent for people looking for a viable option to make money.
- The comprehensive dashboard of Capitalmind allows the investor to monitor their portfolio without paying any extra charges.
Capitalmind Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
For any investor to invest in Capitalmind, the first thing they look for is the returns and performance of the company in previous years.
To analyze the performance of the Cpaitalmind PMS, we will have to compare them with Nifty50 to know their returns or performance:
In first year, the Capitalmind’s performance was approximately 22.0% as compared to the Nifty50, which stood at 10.74%.
For the third year, the Capitalmind returns were 24.35%, while the Nifty50 stood at 20.15%. In fifth year, the Capitalmind performance was 10.19%, while the Nifthy50 was 11.52%.
Capitalmind PMS returns state that they are in a stable position in all three parameters.
Capitalmind PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Before investing, investors consider the fees or charges to start working with any company. Here is the list of Capitalmind PMS Fees or Charges for you:
The fixed fees for Capitalmind are 1% of the AMC or Fund value. There are no fees for Variable AMC and profit sharing. Capitalmind does not charge for an early exit.
The Capitalmind PMS Commission is quite competitive, and the complete structure is created keeping the investor’s best interest in mind.
Best Strategies by Capitalmind Portfolio Management Services
Check out various strategies or Investment approaches provided by Capitalmind Portfolio Managers.
| Strategy Name | Long Term Portfolio | Market Fund | Momentum Portfolio | Low Volatility Portfolio | Surge India | Resilient |
| Start Date | 02-Nov-17 | 01-Mar-19 | 01-Mar-19 | 01-Sep-21 | 02-Nov-17 | 01-Sep-21 |
| Category | Multi Cap | Large Cap | Multi Cap | Multi Cap | Multi Cap | Multi Cap |
| Benchmark | Nifty 50 | Nifty 50 | Nifty 50 | Nifty 50 | Nifty 50 | Nifty 50 |
| AUM (Rs.) | Rs.264.26 Cr. | Rs.200.62 Cr. | Rs.828.03 Cr. | 17.3 | Rs.418.41 Cr. | Rs.30.57 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Year Return | 19.14% | 35.87% | 66.26% | 27.65% | 54.42% | 31.19% |
| 3 Year Return | 23.14% | 17.93% | 35.06% | NA | 29.44% | NA |
| 5 Year Return | 10.19% | NA | NA | NA | 22.77% | NA |
| Fund Manager | Mr. Deepak Shenoy | Mr. Deepak Shenoy | Mr. Anoop Vijaykumar | Mr. Anoop Vijaykumar | Mr. Deepak Shenoy | Not Disclosed |
Capitalmind PMS has devised many strategies for investors to structure their money in stock markets. Let’s look at the Capitalmind PMS strategies:
Long-term Portfolio
- The strategy was initiated in November 2017 and targeted multi-cap categories in the stock market.
- The total AUM of the strategy is 264 Cr, and Capitalmind is not disclosing which stocks they have picked up.
- The first-year return for the strategy is 19.14%, the third-year return is 23.14%, and the five-year return achieved with the system is 10.19%.
- Deepak Shenoy is managing the strategy.
Market Fund
- The strategy was started in March 2019 and targeted the large-cap category of the stocks.
- The total AUM of the strategy is 200.62 Cr, and Capitalmind has chosen not to disclose how many stocks they have picked up in this strategy.
- The strategy first-year return is 35.87%, and the second-year return i.e. 17.93%.
- The find manager who manages the strategy is Mr Deepak Shenoy.
Momentum Portfolio
- The Momentum portfolio was launched in March 2019 and targets the multi-cap category of stocks.
- Its AUM is 828.03 Cr, and they disclose the number of stocks Capitamind chose for the strategy.
- Their first-year and third-year return is 66.26% and 35.06% respectively.
- Anoop Vijayakumar manages the strategy for Capitalmind.
Low-volatility Portfolio
- The strategy was launched in September 2021 and targets the stocks categorized in the Multi-cap category.
- Its AUM is 17.3, and the strategy does not declare how many stocks they have chosen for the system.
- Low-volatility portfolio’s first-year return is 27.65%.
- Mr Anoop Vijayakumar manages the strategy.
Top Fund Managers of Capitalmind PMS
#1
#2
#3
#4
#5
Here is the list of Capitalmind PMS Fund Managers:
Mr Anoop Vijaykumar
Anoop has been managing the Momentum portfolio and Capitalmind premium. Before Capitalmind, he worked as a Management consultant in Kearney and at Microsoft and Honeywell.
As per his academic qualification, Mr Anoop Vijaykumar has completed his management degree from the Indian School of Business and his B.Tech from Mumbai University.
Mr Deepak Shenoy
Mr. Deepak Shenoy is the founder and CEO of Capitalmind. He has more than two decades of experience in the stock market.
He is featured by many media houses like EconomicTimes and CNBC-TV18 and also has a column in Mint.
As per his academic qualifications, he has a degree from NIT Surathkal and is a research analyst with SEBI.
Capitalmind Portfolio Managers SWOT Analysis
Here is the detailed SWOT analysis related to the Capitalmind Portfolio Management:
Strength
- The company has operated for nine years, has acquired more than 800 clients, and built an AUM of 2712 Cr.
- There is no exit load; any investor can leave early.
- Capitalmind has an easy onboarding procedure so applicants can spend less time in documentation and form-filling processes.
- Capitalmind fees are reasonable as compared to the competitors.
- The Capitalmind PMS has a robust customer care section that responds to all emails and ensures all queries are answered within the stipulated timeframe.
Weakness
- With Capitamind, applicants must invest at least 50 lakhs to start working with them. The initial amount is enormous, which only allows a few clientele to reach out to Capitalmind PMS.
- Capitalmind PMS does not support custom strategy and strategy switch features.
- The company doesn’t allow contacting the Capitalmind fund manager directly.
Opportunities
- The company need to expand to remote areas so that people know about their services and opt for them to invest their money.
- Capitalmind should communicate with their investors regularly to keep the investors engaged.
- The company should expand the range of investment strategies to minimize the risk to investors.
Threats
- Portfolio management services are getting more competitive daily, as many players offer the same services.
- The financial market instability in India impacts the mindset of investors as they, at times, are not very keen to invest in stock markets.
- With the changing compliances, many investors need to trust PMS services for wealth creation.
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Investment Facilities provided by Capitalmind Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
The Capitalmind portfolio manager provides investors with some of the finest investment facilities. Let’s look at the Capitalmind Portfolio Management features.
- Capitalmind does not support custom strategy and strategy switch features.
- In some cases, strategies are allowed, but then it is chargeable. The charges are 0.8%.
- NRIs are also entitled to invest in Capitalmind.
- Capitalmind supports both non-discretionary and discretionary features.
- Investors can also opt to exit early and do not need to pay any charges to exit.
Capitalmind Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
The Capitalmind Portfolio Management Support services are among the best in the industry. The company understands that management support is crucial for the investor.
Their queries should be promptly answered as per the provided timelines. It helps in building up the trust factor.
Call, email and chat support is always available with the company. All active clients are also provided with dedicated Relationship manager support to speak to when required.
Although the company doesn’t allow the investors direct access to the Fund manager, they can drop their queries through email.
The issues resolving timeline is also just three days. The investors like the quick response, and Capitalmind best supports their investors.
Capitalmind PMS Dashboard Link
Web Platform
The Capitalmind PMS dashboard link will allow you to reach the web platform, where you can enter your login details and access your dashboard in a few seconds.
Capitalmind has a robust backoffice team to help you whenever the investor is in need. They will help you with the procedure and let you know whom to contact for your queries.
This dashboard has a detailed overview of the company and investment, which will help the applicant to know about the procedure and investment strategies.
Capitalmind PMS Login
Capitalmind PMS Login allows the investor access to the dashboard. They can have a look at the strategies employed for their money.
They can also interact with their dedicated relationship manager and know about their money.
It will allow them to build the trust factor and will also help them in learning about the company and their policies.
The Capitalmind PMS login is one of the tools to reach out to the company and know the current value of your investment.
Capitalmind PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Capitalmind Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in Capitalmind PMS?
To invest in the Capitalmind Portfolio management system, any individual needs to know the company’s eligibility criteria.
Do know that Capitalmind PMS is not flexible, and ensure the onboarding applicant qualifies the criteria. Let’s examine its particulars:
- The applicant should be 18.
- They should be an Indian citizen or an NRIs.
- The applicant should have at least 50 lakhs to invest in the company.
If you are through the above-listed criteria, you can hit the button at the bottom of the app known as “Invest in PMS”.
A form will open, fill in all the particulars and submit. You will receive a call from the company executive asking you for the details about the details.
Then, you must provide documents like a PAN card, POA, PMS agreement, Address proof, etc. Post this, you will receive a confirmation email with the login details for submitting your documents.
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Capitalmind PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Capitalmind Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Capitalmind PMS – Conclusion
Capitalmind PMS is one of the excellent companies in portfolio management services. It is one of the best service providers for beginner and experienced investors.
Operating since 2014, the company has acquired more than 800 clients. The company is making their expansion plans to reach out to the far-flung areas.
Their charges are very much reasonable compared to any competitor. Reach out to the Capitalmind Portfolio Managers if you want to earn a decent income without paying heavy bills.
FAQs on Capitalmind Portfolio Management
Here is the list of FAQs related to Capitalmind Portfolio Management Services.
Which is the Best Strategy for Capitalmind PMS?
The Capitalmind PMS has four strategies for handling the investment. One of the oldest and best strategies with them is a long-term portfolio.
The first-year return with them is 19.14%, for the third year, it is 23.14%, and for the five-year return, it is 10.19%. Mr Deepak Shenoy is managing the strategy with Capitalmind PMS.
What is the Minimum Investment in Capitalmind PMS?
At least 50 lakhs are required to invest in Capitalmind PMS and work with them.
What is the Return of Capitalmind PMS?
The average return for a year with capital money is 22%. If you invest for three years, the recovery can be around 24.35%.
If the investment is made for five years, then the return for the term will be approximately 10.19%.
Is Capitalmind Portfolio Management good?
Working in the industry for the last nine years, Capitalmind has created an excellent reputation in the market because of its quality services.
If you are looking forward to invest in PMS, then Capitalmind Portfolio Management is a great option.
What is the fixed commission of Capitalmind Portfolio Managers?
The fixed commission with Capitalmind Portfolio Managers is 1% of the fund value or AMC.
Is a Demat account mandatory for Capitalmind Portfolio Managers?
Yes, a demat account is compulsory to open for working with Capitalmind Portfolio Managers.
What are the Exit Charges of Capitalmind Portfolio Management?
Capitalmind Portfolio Management doesn’t have any exit charges. The minimum term of the exit is not disclosed, but investors can exit whenever they wish.
Who is the current fund manager of Capitalmind PMS?
Mr Deepak Shenoy and Mr Anoop Vijaykumar are the current fund managers working with Capitalmind.
Both are working on making the Capitalmind PMS strategies one of the best ones in the market.
What is the AUM of Capitalmind Portfolio Management Service?
The AUM for the Capitalmind Portfolio Management Services is 2712 Cr. It is one of the highest AUM in the PMS sector.
Do Capitalmind Portfolio Managers Charge Variable Commissions?
Yes, Capitalmind Portfolio Managers does have the provision of variable commission. All clients pay the variable commission; the charges are 1% for the AMC or fund value.