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FAQ : Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth

Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth is ₹10.13.

It is better to invest in a fund with a longer track record as Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.

Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is N/A

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹18 Crores.

The Top three stocks are Coal India, ONGC and Infosys and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 24% of fund’s portfolio respectively.

Top three sectors of Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, Healthcare and Metals & Mining accounting for 74% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.

Anoop Vijaykumar and Prateek Jain manage the Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth Fund.

Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 21.67 and PB ratio is 5.56

The asset allocation of Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 40.66%, Debt : 47.13% and Gold : 19.27%

The minimum SIP amount for Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00

The exit load for Capitalmind Multi Asset Allocation Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days

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