How to check the XIRR of CAPITALMIND FLEXI CAP FUND DIRECT GROWTH?

You can track the exact XIRR and portfolio overlapping of CAPITALMIND FLEXI CAP FUND DIRECT GROWTH alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for CAPITALMIND FLEXI CAP FUND DIRECT GROWTH?

Use the MutualSaathi Portfolio Analyzer to compare CAPITALMIND FLEXI CAP FUND DIRECT GROWTH with other funds, PMS, and AIFs to detect hidden stock overlaps.

Capitalmind Flexi Cap Fund Direct Growth

Capitalmind Mutual Fund

Expense Ratio: 0.97

Risk: Very High

Equity Scheme - Flexi Cap Fund

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 18-07-2025

Exit Load: Nil

Fund Size:₹300.01 Cr

Performance

FundN/A

Cat. Avg.2.37%

FundN/A

Cat. Avg.2.40%

FundN/A

Cat. Avg.14.06%

FundN/A

Cat. Avg.12.83%

10Y

FundN/A

Cat. Avg.14.34%

Fund1.70%

Cat. Avg.13.58%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	17.13	3.86%
2	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products	16.34	3.68%
3	Capitalmind Liquid Fund - Direct-Growth	Mutual Fund	Mutual Fund Units		Mutual Fund Units	15.46	3.48%
4	Welspun Corp Limited	Equity	Foreign	Small Cap	Industrial Products	15.36	3.46%
5	Torrent Pharmaceuticals Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	15.02	3.39%
6	Bharat Forge Limited	Equity	Listed	Mid Cap	Auto Components	14.79	3.33%
7	Coal India Limited	Equity	Listed	Large Cap	Consumable Fuels	13.93	3.14%
8	JB Chemicals & Pharmaceuticals Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	13.51	3.05%
9	Hindalco Industries Limited	Equity	Listed	Large Cap	Non - Ferrous Metals	13.49	3.04%
10	Bank of Maharashtra	Equity	Listed	Mid Cap	Banks	13.38	3.02%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Aug, 25	60000	60402	+0.7%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	06 Aug, 25	1 L.	1.02 L.	+1.7%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.