- Capitalmind’s mutual fund debut is a flexi-cap scheme driven by a quantitative, data-driven approach to investing
- Though quant-based funds have seen a flurry of activity in the last few years, their AUMs remain miniscule—especially compared to markets like the US
- Hobbling their growth is the lack of robust historical data, inconsistent returns, and distributors’ hesitation in recommending these strategies
- Capitalmind can either be a standout success like Quant Mutual Fund, the exception in this category; or go the way of NJ and peers, who’ve struggled to meet their benchmark’s returns
Enter your email address to receive a daily summary of all our stories.
Capitalmind’s mutual fund debut fund banks on algorithms rather than humans.
In July, the portfolio-management-service firm launched its first mutual-fund scheme—a flexi-cap one driven by a quantitative, data-driven approach to investing. Factors its algorithm considers: momentum, value, profitability, and low volatility. Quant-based is how its future funds will be too. Data over discretion, so to speak.
“We don’t want to rely heavily on subjective calls made by fund managers,” said Deepak Shenoy, the founder of Capitalmind. The company just
Quant funds are not new in India. These data-driven mutual-fund schemes that use quantitative models and algorithms have existed in the country since 2008—when Nippon India Quant Fund was established.
Over the years, more fund houses entered the fray. The rush has accelerated in the recent past. SBI and UTI Mutual Funds launched their quant funds in December and January, respectively. Sundaram and Bandhan came out with their own multi-factor funds in July. Everyone, it would appear, wants to join in.
But, two fund houses stand out.
NJ Mutual Fund, promoted by the country’s largest mutual-fund distributor platform by AUM,
Contrast this with Quant Mutual Fund, established in 2018—a giant that’s bucked the trend. The fund boasts nearly Rs 1 lakh crore in AUM across its 26 schemes as of June.
But it’s an outlier. Exclude Quant MF, and all quant funds put together manage assets worth just about Rs 14,000 crore, according to data from wealth-tech platform Fisdom.
Share this article with your network
Send the article link to friends or colleagues who might find this story interesting or insightful.
Send the article link to friends or colleagues who might find this story interesting or insightful.