Timmanna A Bokke

Views are Personal, not of Employer

[Satya Sontanam @SatyaSontanam]

Recently sat with @deepakshenoy and @CalmInvestor to understand Capitalmind Mutual Fund’s Quant style of investing.

When we think of an actively managed quant fund, it is less about actively picking stocks and more about actively managing the strategy.

Within quant, 'momentum' is at the core of their strategy, something Capitalmind has already been following through their PMS strategies.

But momentum has its weak periods too. When markets correct, it is uncomfortable to sit through the strategy.

So while the mutual fund strategy continues to focus on momentum, they want to prefer stocks with lower volatility, too — stocks that have moved more steadily rather than swinging sharply up and down.

As with every Know Your Fund Manager episode, we also discussed when this strategy is likely to do well and when it may struggle.

More here: https://t.co/onWvf8SlMH

It was lovely finally meeting you both in person after following many of your tweets over the years. Thanks for doing this, Deepak and Anoop. Best wishes!

[Capitalmind Mutual Fund @CapitalmindMF]

For Growth.
For Diversification.
For Parking cash.

There's a Capitalmind Fund for every goal.

[Deepak Shenoy @deepakshenoy]

Good discussion on how wealth has transformed over the years, on the productization of advise, on scaling advisory and funds in the new India

[Deepak Shenoy @deepakshenoy]

https://t.co/bgxn0QAnFr

[Deepak Shenoy @deepakshenoy]

Introducing Macros by Capitalmind. A short summary of the larger things that impact markets, a 50,000 ft view of sorts. Check it out!

[Capitalmind Mutual Fund @CapitalmindMF]

🎙️New 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

[Capitalmind Mutual Fund @CapitalmindMF]

Our April 2026 factsheet is out.

Read: https://t.co/DK0Q2Df42F

[Capitalmind Mutual Fund @CapitalmindMF]

It's the design.

Capitalmind Flexi Cap Fund is built to differ from the index.

Invest: https://t.co/6yLQGbfJba

[Capitalmind Mutual Fund @CapitalmindMF]

Momentum's drawdown narrowed from 28.4% to 19.4% in a single month. A significant move.

Quality and Low Volatility are both at 5.4% drawdown, Value at 2.33%.

The numbers moved. Whether the story has changed, we'll know in time.

[Capitalmind Mutual Fund @CapitalmindMF]

Returns were driven by better earnings and dragged by lower valuation multiples.

From FY22 to FY26:
- Earnings grew 22% a year.
- Valuations shrank 11% a year.

In this period, Nifty 500 TRI delivered a CAGR of about 11.9%.

[Deepak Shenoy @deepakshenoy]

Finally. Der aaye durust aaye, but this is great news.

[Deepak Shenoy @deepakshenoy]

It was never going to be easy. It's times like this that need resilience - walking the tough times is what it takes, and what it's always taken.

Sometimes the best changes can come in a crisis. Policy, governance, reform in the government led areas, capital opportunities and strategy changes in businesses, rebalancing, weeding out and opportunity identification in investing, a strong relook at personal finance allocations for individuals. The headlines look bad, but bad is what makes the good good.

[Capitalmind Mutual Fund @CapitalmindMF]

https://t.co/DccpL3HxhG

[Capitalmind Mutual Fund @CapitalmindMF]

Markets are down 11% in 2026 and the noise of crisis is loud.

This is a good time to zoom out.

Markets tend to climb the wall of worry and do better over time.

That's why, in investing, patience is also an edge 💯

[Capitalmind Mutual Fund @CapitalmindMF]

https://t.co/mwi40tJZgm

[Deepak Shenoy @deepakshenoy]

Loved to discuss multi asset funds with @Shiprasorout on the concept, what they are intended for and how they differentiate themselves:

[Shipra Singh Sorout @Shiprasorout]

Multi-asset funds are the 💎 of the season! They recorded the highest inflows in Feb.
But do you really need them in your portfolio… or are investors chasing the trend at the peak, just like we saw with Gold ETFs?

Watch my conversation with the one and only @deepakshenoy to find out

https://t.co/ovbGG743N0 via @YouTube

[Deepak Shenoy @deepakshenoy]

Anoop @CalmInvestor has a brilliant piece on - and excuse my bad poet phase - shocks and stocks. Check it out!

[Capitalmind Mutual Fund @CapitalmindMF]

Markets have been dramatic and chaotic lately

Which is exactly when having a diversified allocation matters most. When one asset falls, the others don't have to.

Diversify across equity, debt, gold, crude and more commodities.

NFO closes today

Invest: https://t.co/EpImx92CxQ

[Capitalmind Mutual Fund @CapitalmindMF]

💡Not all multi-asset funds are built the same way.

We break down what makes the Capitalmind Multi Asset Allocation Fund different.

- How we allocate among assets?
- Which assets we cover?
- When we rebalance?

✅NFO open upto 9th March (Monday)