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Mutual Fund Baskets
Intelligently curated mutual fund baskets for every market cycle.
Invest in expertly managed, rules-based portfolios that balance adaptability and stability for long-term, tax-efficient growth.
Smart Investing made easy with our Philosophy
Choose a strategy aligned to your goals—SmartCore adapts dynamically, while All Weather offers hands-off, tax-efficient growth, both built on systematic disciplin
Diversified Allocation
Invests across top-performing funds spanning flexicap, midcap, smallcap, contra, focused, large-cap, multi-cap, and value categories.
Tax-Efficient Strategy
Optimized to minimize costs while maintaining flexibility to adapt to changing market conditions.
Transparent & Low-Cost
Direct fund investments with no hidden commissions, just a fixed annual management fee.
Hands-Off Investing
Ideal for those seeking a professionally managed, hassle-free mutual fund portfolio.
How Mutual Fund Basket Helps
Robust, Dependable Portfolio building
Funds are chosen based on longevity, track record, AUM health, multi-period Sharpe ratios, consistency of returns, and volatility metrics.
Broad Market Core Exposure
Combined broad market exposure across market caps at the core of the portfolio.
Dynamic Satellite Allocation
The satellite allocation allows exposure to alternate fund categories based on their performance consistency.
Tax Efficient Investing
Minimizes churn to optimise costs and tax efficiency while staying nimble.
Focus on Risk-Adjusted Returns
Prioritises risk-adjusted performance to ensure a prudent balance of returns and volatility.
Performance as of March 31 2026
The result of staying disciplined through evolving market cycles.
A 7-year view of Surge India’s periodic returns compared against the NIFTY50 TRI, across market cycles.
2520151050-5-10-15
3 Months6 Months1 Year2 Years3 Years4 Years5 Years6 Years7 Years
| Period | Surge India | NIFTY50 TRI |
|---|---|---|
| 3 Months | -5.4% | -7.8% |
| 6 Months | -11.2% | -5.3% |
| 1 Year | 6% | 7.3% |
| 2 Years | 3.8% | 2.6% |
| 3 Years | 20.6% | 10.9% |
| 4 Years | 12.1% | 8.5% |
| 5 Years | 16.3% | 10.9% |
| 6 Years | 20.6% | 17.8% |
| 7 Years | 15.5% | 10.9% |
When does mutual fund baskets make sense for you?
Your investments sit across five different apps, three banks, and a folder of paper statements. No single view tells you what you actually own.
A professionally managed portfolio that is continuously monitored and rebalanced, so you don’t have to.
Advisors are quick to recommend new investments, but slow to tell you when to exit, rebalance, or protect what you've already built.
Nobody is watching your portfolio end-to-end — tracking risk, tax efficiency, and asset allocation as one connected plan.
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Frequently Asked Questions
SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services, including Mutual Fund Baskets.
You'll receive a Monthly Fund Manager report, along with full visibility into your holdings at any time.
Yes. PMS investments are not locked in — you can redeem your holdings, subject to standard settlement timelines.
Yes, Capitalmind Portfolio Managers is a SEBI-registered portfolio management service.
Book a call with our team, complete KYC and the onboarding agreement, and your portfolio construction begins from there.