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Final Review: Capitalmind Passive & Equity Mutual Fund Portfolio

As we sunset Capitalmind Premium this month, this post offers a final review of two model portfolios: Capitalmind Passive and Equity Mutual Fund. It covers the ...
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Bajaj Finance 3.0 : The Next Phase of Growth

Bajaj Finance’s transformation has been impressive, but the road ahead may be more nuanced. With credit demand rebounding, deposit traction improving, and ...
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The Best ELSS Mutual Fund to Invest in 2025

ELSS funds remain a popular tax-saving investment under Section 80C, offering up to ₹1,50,000 in deductions (under the old tax regime) while providing ...
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Why is IndusInd Bank under pressure

IndusInd Bank’s stock is under pressure amid concerns over its derivative hedging strategy, which created an accounting mismatch between internal and ...
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Alternative MF Picks for the Focused Portfolio

As you may already know, we will be sunsetting our research services in September 2025, also marking the end of all our premium portfolios including the ...
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Capitalmind Nifty No Downside Strategy: 2024 Performance Review

Capitalmind Nifty No Downside Strategy aims to capture 'almost' all the upside of the Nifty while minimizing downside risk through a combination of ...
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Navigating the F&O Landscape: Five Key Lessons from SEBI’s Eye-Opening Study

Recently, SEBI published a study about the F&O trading activities in India. This is the second such study by the regulator to understand how profitable (or ...
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The Focused Way of Investing: Our Four-Quadrant Strategy and FY24 Review

FY24 brought us a 42% gain in our Capitalmind Focused portfolio, gently outperforming the Nifty's 29%. It's been a bit of a rollercoaster, especially these ...
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CM Focused: Reducing our allocation to smallcaps & increasing cash

In the last few days, we have seen increased volatility in the mid and small-cap sectors due to regulatory actions, including restrictions on inflows into mid ...
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Zudio: The Story Behind Trent’s Meteoric Rise

Trent, part of the Tata Group, is transforming Indian retail with unique store concepts, trendy products, and focusing on customer satisfaction. This article ...
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