Capitalmind Multi Asset Allocation Fund-Reg (G)

 The investment strategy of the Scheme is designed to generate long term capital appreciation by investing in a diversified portfolio. The scheme will be Investing in equity and equity related instruments, debt and money market instruments, Commodities including Exchange Traded Commodity Derivatives  The allocation across asset classes will be dynamic and based on an assessment of relative valuations, macroeconomic environment, market outlook, and risk-return considerations, subject to the asset allocation pattern stated in this SID. The Scheme seeks to balance risk and return by allocating across asset classes that exhibit different risk and return characteristics and low to moderate correlation with each other.  Equity Allocation: The Scheme will invest in equity and equity related instruments across market capitalization segments (large, mid, and small cap companies). Our equity allocation decisions are data-driven, based on objective market variables, including but not limited to macroeconomic variables, current equity market valuations and interest rates. Final investment decisions will be taken by the Fund Manager(s) based on the data referenced above but may also be based on specific subjective analysis of underlying securities. Stock selection and weighting utilize quantitative factor-based methodologies designed to achieve a balanced mix of attributes that support long-term performance within defined risk parameters. A factor represents any quantifiable attribute that significantly explains the risk and/or return characteristics of a security. The Scheme may employ single factors or combinations to enhance diversification and risk control.  Debt & Money Market Allocation: The Scheme will invest in a diversified set of fixed income instruments across issuers and maturities with an aim to generate stable income, manage liquidity, and reduce overall portfolio volatility. Investments will be made in Government securities, corporate bonds, money market instruments, securitized debt and other instruments as permitted by SEBI/RBI from time to time.  Commodities Allocation: Exposure to gold, silver, copper and/or other permitted commodities will primarily be through units of Gold ETFs, Commodity ETFs, or Exchange Traded Commodity Derivatives (ETCDs) excluding sensitive commodities, as permitted by SEBI regulations. This allocation is intended to provide a natural hedge against inflation and currency depreciation while offering diversification benefits.  Dynamic Allocation Approach: The Scheme shall adopt a tactical asset allocation framework. The allocation to each asset class will be reviewed periodically based on valuation signals (e.g., equity valuations relative to historical averages, interest rate outlook, gold price trends), risk metrics (volatility, correlation), and macroeconomic parameters (GDP growth, inflation, fiscal/monetary policy).