CapitalMindResearch-driven investing for the discerning Indian investor.https://www.capitalmind.in/en-incontent@capitalmind.in (CapitalMind)tech@capitalmind.in (CapitalMind Tech)The Returns You See vs. The Returns You Keephttps://www.capitalmind.in/insights/returns-you-see-vs-returns-you-keep/https://www.capitalmind.in/insights/returns-you-see-vs-returns-you-keep/The advice to "stay invested" is easy to give. It's also suspiciously convenient when it comes from a fund manager who benefits when you don't leave. So, we tested it. Eighteen flexi cap funds. Over a decade of data. A simulated investor who exits when their fund underperforms. The answer is uncomfortable for different reasons than we anticipated. Investor returns depend on two decisions. Which fund you pick, and what you do after you pick. Research suggests most investors get at least one wrong. The DALBAR Quantitative Analysis of Investor Behavior[i] estimates investors trail the very funds they invest in by nearly 2% annually. Morningstar's Mind the Gap 2025 report[ii] found a 1% gap over a decade.Tue, 10 Mar 2026 00:00:00 GMTAnalysis & CommentaryIntellect Design Arena: Riding The AI Wavehttps://www.capitalmind.in/insights/intellect-design-arena-riding-the-ai-wave/https://www.capitalmind.in/insights/intellect-design-arena-riding-the-ai-wave/Intellect Design Arena, a Chennai-based FinTech giant, leverages AI and cloud platforms like eMACH.ai and Purple Fabric to revolutionize banking, insurance, ...Fri, 04 Jul 2025 00:00:00 GMTAnalysis & CommentaryIxigo Rides Along, As India Travels More. But, Can It Keep Up The Pace?https://www.capitalmind.in/insights/ixigo-rides-along-as-india-travels-more/https://www.capitalmind.in/insights/ixigo-rides-along-as-india-travels-more/An analysis of eighteen flexi cap funds over a decade of data, testing whether reacting to underperformance by switching actually helps investors.Fri, 04 Jul 2025 00:00:00 GMTAnalysis & CommentaryUnderstanding Momentum Investing in Indian Equitieshttps://www.capitalmind.in/blog/understanding-momentum-investing/https://www.capitalmind.in/blog/understanding-momentum-investing/A deep dive into how momentum strategies work, why they outperform over the long run in Indian markets, and how CapitalMind implements them.Fri, 01 Nov 2024 00:00:00 GMTStrategyWhy SIPs Still Beat Timing the Markethttps://www.capitalmind.in/insights/why-sips-still-beat-timing-the-market/https://www.capitalmind.in/insights/why-sips-still-beat-timing-the-market/Systematic, unglamorous investing continues to outperform the average attempt at calling market tops and bottoms — the data on Indian mutual fund flows backs this up.Mon, 19 Aug 2024 00:00:00 GMTInvestment InformationReading the RBI's Playbook for FY25https://www.capitalmind.in/insights/reading-the-rbi-playbook-fy25/https://www.capitalmind.in/insights/reading-the-rbi-playbook-fy25/Inflation, liquidity, and the rupee are pulling the RBI's Monetary Policy Committee in different directions this year — here's how we're reading the signals.Mon, 10 Jun 2024 00:00:00 GMTMacro ResearchFive Portfolio Mistakes We See Every Client Make Oncehttps://www.capitalmind.in/insights/five-portfolio-mistakes-every-client-makes-once/https://www.capitalmind.in/insights/five-portfolio-mistakes-every-client-makes-once/After reviewing thousands of portfolios, the same five structural mistakes keep showing up — and they're all fixable before they cost real money.Fri, 22 Mar 2024 00:00:00 GMTAnalysis & CommentaryIndia Macro Outlook 2024 – Navigating Uncertaintyhttps://www.capitalmind.in/insights/india-macro-outlook-2024/https://www.capitalmind.in/insights/india-macro-outlook-2024/A deep look at India's macroeconomic landscape for 2024, covering GDP growth, inflation, currency, and what it means for equity investors.Mon, 15 Jan 2024 00:00:00 GMTMacro Research