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Capitalmind Passive is a portfolio of 3 major indices Nifty 50, Nifty Next 50 & Mid cap 150. The strategy is to buy the top 250 Indian companies.

With a simple combination of India’s top 250, the returns seem good; and think about it: There’s no analyzing stocks, and there’s no need to “change” the portfolio because oh banks are going to fall or oh, maybe that stock is better and so on. Whatever gets out of the top 250 is out, automatically, and the new entrants are in. Automatically. And our portfolio will have the Indian biggies and the new emerging mid-caps.

What’s interesting:

  1. It is a low-cost, low-churn portfolio.
  2. No Fund manager risk
  3. Suitable for SIPing.


Rebalance Timeframe: We will review the allocation once a year, where we reset the portfolio weightage to 33% each. We will also rebalance or add other indexes as the time comes.


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