2 weeks ago
Capitalmind MF holds 84% AUM in direct plans
Mutual funds are like big baskets of investments that many people put money into.
There are two main ways to buy them: directly from the fund company, or through a helper called a distributor.
Capitalmind is a company that manages mutual funds.
It shared that 84 out of every 100 rupees it manages came in through direct purchases with no middleman.
That means most of its investors buy straight from the company.
More than 13,000 investors use Capitalmind.
They live in about 1,300 different cities and towns across India.
Many of them are from smaller places, not just big cities.
The company says this shows that easy and digital access is important to how it grows.
Still, the company hasn't said one single reason explains that big number.
84% of Capitalmind Mutual Fund's AUM was held through direct plans as of July 31, with the remaining 16% through other channels including regular plans.
Direct plans are bought directly from the fund house without an intermediary, while regular plans involve distribution commissions reflected in the expense ratio.
Capitalmind's 13,000-plus investors are spread across 1,300 cities and towns, with 36% of individual investors coming from B30 locations.
The AMC said it built transaction and servicing access across direct, platform and distributor channels during its first year.
Capitalmind currently offers four schemes — Flexi Cap, Multi Asset Allocation, Liquid and Arbitrage — and may add mid-cap and small-cap equity schemes next.
- Who
- Capitalmind Mutual Fund and its more than 13,000 investors
- What
- 84% of Capitalmind MF's AUM is held in direct plans at the end of its first year
- Where
- India, with investors spread across 1,300 cities and towns, including B30 locations
- When
- As of July 31, at the end of the fund house's first year
- Why
- The figure points to the importance of direct and digital access in Capitalmind's investor acquisition strategy, though the company has not attributed it to any single factor
Key facts
- Direct-plan share of AUM
- 84% as of July 31
- AUM through other channels
- 16%, including regular plans (no detailed breakup given)
- Investor count
- 13,000-plus
- Geographic reach
- 1,300 cities and towns
- Investors from B30 locations
- 36% of individual investors
- Number of schemes
- 4 (Flexi Cap, Multi Asset Allocation, Liquid, Arbitrage)
- Planned future schemes
- Mid-cap and small-cap equity schemes, subject to approvals
Sources
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