- About
- Basic Details
- Investment Strategy
- Classification Portfolio of the fund
- Fund Managers & Tenure of managing the Scheme
- Investment Details
- Returns Generated
- Taxability of Earnings
(A) About the Capitalmind
Capitalmind is a SEBI-registered Portfolio Management Service (PMS) provider based in India, dedicated to offering data-driven investment strategies aimed at long-term wealth creation. Founded in 2014 by Deepak Shenoy, the firm emphasizes transparency, low-cost portfolio management, and personalized financial planning to align with individual client goals.
(B) Basic Details of Capitalmind Surge India Fund
| Fund Structure | Discretionary PMS |
| Launch & Start Date | Nov, 2017 |
| Type | Open-ended |
| AUM | ₹681 Cr (As on 31st Dec, 2024) |
| Strategy | Multicap |
(D) Investment Strategy
(E) Classification Portfolio of the Capitalmind Surge India Fund
(i) Portfolio Mix by Market Cap Size
(ii) Top 5 Holdings of the fund
(iii) Top 5 Sectors Exposures
(D) Fund Managers & Tenure of managing the Scheme
(E) Capitalmind Surge India Fund – Investment Details
| Capitalmind Surge India Fund | |
|---|---|
| Minimum Investment | ₹ 50,00,000 (As on 31st Dec, 2024) |
| Exit load | Nil |
| Lock In | No |
| Expense Ratio | Fixed fee: 1.5% p.a. (As on 31st Dec, 2024) |
(F) Returns Generated By Capitalmind Surge India Fund
(G) Taxability on earnings
Capital Gains Taxation
- If the stocks are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Meanwhile, gains over Rs 1.25 lakh are tax at the rate of 12.5%.
- If the stocks are sold within 1 year from the date of investment, the entire amount of gain is taxed at the rate of 20%.
Dividend Taxation
Dividends are include in the income of the investors and taxed according to their respective tax slabs. Further, if an investor’s dividend income exceeds Rs. 5,000 in a financial year.
Drop us your query at – info@pawealth.in or Visit pawealth.in
References: PMS Bazaar, Industry’s Publications, News Publications, PMS Company.
Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.
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