Capitalmind - Adaptive Momentum

EQUITY MULTI CAP

A rule-based, trend-following system that buys outperforming securities and avoids or sells short underperforming ones monthly.

+12.38%

3Y annualised returns

+11.21%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

01 Mar '19

Total AUM

₹579.49Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

AV
Anoop Vijaykumar
Fund Manager
View details

About

He has worked as a Business Strategy & Operations Consultant with Kearney, and has held various leadership roles at Honeywell, Zomato, and Microsoft. He completed his MBA from the Indian School of Business, and a Bachelor of Engineering from Mumbai University. Prior to joining the capitalmind team he also wrote about investing on his site thecalmivestor.com

Experience

Held various leadership roles at global technology and consulting companies.

Investment philosophy

Business strategy and operations consulting.

Previously worked at