Why so many new Mutual Fund NFOs?

More from Capitalmind with Deepak & Shray

1. 

   S3 · E33 · 25 Oct 2024 · 1 hr 13 min

   A Structured Approach to Cash Calls: Deepak Shenoy's Framework

   In this episode, recorded in early October 2024, we're diving into a topic that's on everyone's mind: Is holding cash a smart move in these unpredictable markets? We're in what some are calling one of the most "unloved" bull markets—stocks keep rising, but investors (ourselves included) are uneasy, waiting for the other shoe to drop. To help us unpack whether cash can actually give your portfolio an edge during uncertain times, we brought in none other than Deepak Shenoy. Together, we explore whether holding cash can protect you from potential downturns or even help you outperform the…

2. 

   S3 · E32 · 21 Sep 2024 · 57 min

   Mutual Funds, PMS, or AIF: Choosing the Right Investment Vehicle for Your Needs

   In this episode, Deepak and Shray dive into the intricacies of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). We analyze the tax benefits of mutual funds, highlight the liquidity advantages, and compare them with PMS and AIF in terms of fees, transparency, and investment flexibility. We also discusses why different products cater to different investors based on their income levels, asset sizes, and risk appetites. The conversation covers the psychological and practical reasons investors might choose one investment vehicle over another, the role of…

3. 

   S3 · E31 · 11 Sep 2024 · 1 hr 26 min

   Investing in Unlisted Companies: What's the deal?

   In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We'll cover key topics such as: What exactly are unlisted and private securities? How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets? Who can you sell these securities to, and what about corporate governance risks? Are these investments or just consumption in disguise? We also explore opportunities in the SME segment and how much of your net worth you should allocate to private investments. Whether you're considering…

4. 

   25 Aug 2026 · 1 hr 7 min

   What Is the Closing Auction Session (CAS) and How Does It Affect Investors?

   The way stock prices are determined at the end of the trading day has changed. The new Closing Auction Session (CAS) is designed to improve price discovery, but its early days have raised questions around liquidity, execution, transparency and what it means for investors. In this episode of the Capitalmind Podcast, Shray Chandra , Co- Founder & Director , Capitalmind Financial Services , speaks with Deepak Shenoy, Founder & Chairperson , Capitalmind Financial Services , about how the Closing Auction Session works and why closing prices matter so much to Indian markets. They discuss: Why the…

5. 

   5 Aug 2026 · 56 min

   Peak Pessimism in India: What Does The Data Say?

   Is India really becoming uninvestable, or are investors missing the bigger picture? In this episode of the Capitalmind Podcast, Shray Chandra, Co-founder at Capitalmind Financial Services, speaks with Deepak Shenoy, Founder and CEO, Capitalmind Mutual Fund, about the current pessimism around Indian markets and whether we may be approaching a point of peak pessimism. The discussion covers: • Why investors are bearish on India right now • The bear case around the rupee, crude oil, gold imports, FPI outflows and AI disruption • Lessons from previous market crises in 2002, 2009, 2013, 2020 and…

6. 

   5 Aug 2026 · 1 hr 10 min

   AI Can Optimize Your Investments. But Is That Your Biggest Financial Risk?

   What's the deal with AI? Can it manage your money? Can it make you rich? Artificial Intelligence is changing much more than how we invest. It could fundamentally reshape careers, incomes, financial advice and the way we build wealth. In this episode of the Capitalmind Podcast, Shray Chandra, Co-founder at Capitalmind Financial Services, speaks with Deepak Shenoy, Founder & CEO of Capitalmind Mutual Fund, and Vashistha Iyer, Executive Director, Capitalmind Mutual Fund, about one of the biggest questions facing investors today: Can AI optimize your investments - and what happens if it also…

7. 

   22 May 2026 · 1 hr 3 min

   Why Picking the "Best" Mutual Fund Is the Wrong Goal

   Most investors obsess over finding the best mutual fund to invest in. But what if avoiding the worst fund matters far more than picking the absolute best? In this episode, host Shrey Chandra sits down with Deepak Shenoy (Founder & CEO, Capitalmind Mutual Fund) and Anoop Vijaykumar (Head of Equity & Fund Manager, Capitalmind Mutual Fund) to tackle one of the most searched questions in personal finance: how to pick mutual funds that actually deliver long-term returns — without constantly second-guessing your choices. Using 10 years of FlexiCap fund data across 18 funds, they reveal why even…

8. 

   6 Apr 2026 · 1 hr 16 min

   NRI Investing in India: What Nobody Tells You

   Shray sits down with Deepak Shenoy from Capitalmind to unpack the real playbook for NRIs thinking about investing in India — the taxes, the paperwork, the returns, and the traps nobody warns you about. What we uncover: The 3 types of NRIs who should invest in India — and the ones who absolutely shouldn't. Why patriotism and FOMO are the worst investment strategies. The real return math: 12% in rupees, ~8% in dollars after currency depreciation — and why falling inflation could change this equation entirely. Stocks vs. mutual funds vs. real estate: Why your passport decides your investment…

9. 

   28 Jan 2026 · 1 hr 38 min

   Low Inflation. Weak Rupee. Falling Stocks. What's REALLY Going On?

   India is reporting 8%+ GDP growth and cooling inflation, yet stock market returns are muted, the rupee continues to weaken, and everyday expenses feel anything but stable. So which reality should we trust? In this episode, Deepak and Shray unpack the contradictions shaping India's economy today. From headline vs core inflation to GDP data quality, rupee depreciation, and why markets aren't rewarding growth, they connect macro numbers to lived experience. A nuanced, data-driven conversation on what truly lies beneath the headlines and what it means for investors, policy watchers, and India's…

10. 

    18 Dec 2025 · 58 min

    Who Is Really Controlling Your Money? (Not Who You Think)

    Shray sits down with Deepak Shenoy from Capitalmind to expose how proxy advisors, index manufacturers, credit rating agencies, and one costly habit are secretly making decisions about your investments. What we uncover: Proxy Advisors: How Glass Lewis and ISS voted against Elon Musk's $1 trillion Tesla package—and why their word has become gospel for fund managers managing your money Index Manufacturers: Why NSE and BSE make subjective calls in supposedly "objective" indices. The HDFC-HDFC Bank merger and Reliance-Jio demerger reveal they're acting more like fund managers than neutral…

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