π Macros by Capitalmind - June 2026
Most investors watch stocks, but smart investors watch what moves them.
Markets donβt move alone. Earnings, flows, oil, currency and sentiment often tell you more than stock prices do.
Every month, we track such macro signals π§΅
ποΈNew Podcast
Even the best Flexi Cap fund spends nearly half its time underperforming.
So how do you find one worth holding for the long term.
We got into it in the latest podcast.
https://t.co/RwV0jWxgJ8
Watch @CalmInvestor talk about:
- How to build winning portfolios
- The million-dollar question: where is the "value"?
On Air at @CNBCTV18Live
Watch: https://t.co/GsaW9VYY8O
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Hey @CoinByZerodha@zerodha - There seems to be some error in the Sector Allocation for Capitalmind Flexi Cap Fund. Could you please look into this? 14.43% for Mutual Fund Units does not sound right.
Capitalmind Mutual Fund is now the first AMC to add "Portfolio Changes" summary in their factsheet.
Earlier, I used to manually compare two months portfolio & share the changes.
Now AMC itself is doing it. Great work @deepakshenoy@CalmInvestor@uptickr & team. π
More FMs should be doing this; the transparency and clarity regarding the Portfolio changes are a good addition, and more AMCs should follow
Kudos to the team! @deepakshenoy@CalmInvestor