🟠 Below Avg Hybrid Scheme - Multi Asset Allocation

Capitalmind Multi Asset Allocation Fund-Direct-Growth

by Capitalmind Mutual Fund · Direct Plan · Growth
4.7 / 10
BullWiser Honest Score
3.3%
1Y Return
1.1%
3Y CAGR
--
Exp. Ratio
Capitalmind Multi Asset Allocation Fund-Direct-Growth is a below-average performer in its category with a BullWiser Honest Score of 4.7/10 — below the Hybrid Scheme - Multi Asset Allocation category median of 5.8/10 across 34 funds. Its 3-year CAGR of 1.1% underperforms the Hybrid Scheme - Multi Asset Allocation category average of 11.5% by -10.4 percentage points. As a Direct plan, Capitalmind Multi Asset Allocation Fund-Direct-Growth eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Capitalmind Multi Asset Allocation Fund-Direct-Growth
AMC
Capitalmind Mutual Fund
Category
Hybrid Scheme - Multi Asset Allocation
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
3.3%
3Y CAGR
1.1%

vs Category Average — Hybrid Scheme - Multi Asset Allocation

3Y CAGR
This fund
-10.4% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
-1.0 vs category avg

Category: Hybrid Scheme - Multi Asset Allocation · 34 Direct-plan funds compared · 9% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Capitalmind Multi Asset Allocation Fund-Direct-Growth?
Capitalmind Multi Asset Allocation Fund-Direct-Growth has a BullWiser Honest Score of 4.7/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Capitalmind Multi Asset Allocation Fund-Direct-Growth?
The Total Expense Ratio (TER) of Capitalmind Multi Asset Allocation Fund-Direct-Growth Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Capitalmind Multi Asset Allocation Fund-Direct-Growth?
Capitalmind Multi Asset Allocation Fund-Direct-Growth has delivered 3.3% 1-year returns and 1.1% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Capitalmind Multi Asset Allocation Fund-Direct-Growth a good investment?
BullWiser rates Capitalmind Multi Asset Allocation Fund-Direct-Growth as BELOW AVERAGE (Honest Score 4.7/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Hybrid Scheme - Multi Asset Allocation category.
How does Direct Plan differ from Regular Plan for Capitalmind Multi Asset Allocation Fund-Direct-Growth?
The Direct plan of Capitalmind Multi Asset Allocation Fund-Direct-Growth has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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