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Premium Portfolio
Increasing allocations in three stocks of the Focused portfolio
We are deploying our existing cash into select portfolio companies that have delivered a strong performance, reinforcing our confidence to increase allocations ...

Premium
Taking Stock: A Deeper Look at Aarti Industries
Over the last decade, the Indian chemical industry has distinguished itself as a global leader in terms of growth and creating shareholder value. The chemical ...

Stocks
KSB Ltd – Capitalizing on Rising Infra Spends Through Strategic Expansions.
KSB Ltd., a leading manufacturer of pumps and valves, is well-positioned to leverage India’s growing infrastructure investments. Despite appearing as a ...

General
[Podcast] RBI hits NBFCs hard with two new regulations
The RBI, often the silent architect of our financial landscape, has made strategic manoeuvres that reshape the terrain for banks, non-banking financial ...

Mutual Funds
The best ELSS Mutual Fund To Save Tax in 2024
If you want to zero in on which ELSS fund to invest in for 2024, your search should end here. Find out the best ELSS Fund to invest in to save tax through 80C ...

Stocks
DCB Bank: Pursuing prudent growth in Indian banking
In the world of banking, where uncertainty hides in plain sight, DCB Bank emerges as a seasoned player, advocating prudent growth and fortifying its financial ...

General
[Podcast] A Deeper Look into Asset Management in India
Join us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management industry in ...

Premium Portfolio
Capitalmind Chase 2023 Review: Capitalising on Market Trends
In a year with global conflicts and economic volatility, the Indian stock market reached a new all-time high. Capitalmind Chase, our long-short trend following ...

Deepak's Memos
Enter 2024: Here’s to the crazy ones
Happy 2024! 2023 has been quite sensational for returns in the Capitalmind Portfolios, and we go into this new year honouring the crazy ones. The misfits, the ...

Premium Portfolio
Capitalmind Focused Stocks 2023 Performance Review
"As we wrap 2023 with our Focused portfolio's YTD returns at around 42%, our journey through the market's ups and downs has prepared us for what lies ahead. ...
