Ravi

There are 15 airports in Andhra Pradesh?

Capitalmind Mutual Fund is now the first AMC to add "Portfolio Changes" summary in their factsheet. Earlier, I used to manually compare two months portfolio & share the changes. Now AMC itself is doing it. Great work @deepakshenoy @CalmInvestor @uptickr & team. 👏

More FMs should be doing this; the transparency and clarity regarding the Portfolio changes are a good addition, and more AMCs should follow Kudos to the team! @deepakshenoy @CalmInvestor

@CoinByZerodha @zerodha @CapitalmindMF Even the holdings are wrong. Please look into this

@CoinByZerodha @zerodha The fund holdings for April 2026 are also showing absurd numbers. Please fix this at the earliest? @CapitalmindMF

Hey @CoinByZerodha @zerodha - There seems to be some error in the Sector Allocation for Capitalmind Flexi Cap Fund. Could you please look into this? 14.43% for Mutual Fund Units does not sound right.

@Sarthak_020405 @CoinByZerodha @zerodha But not 14%

@VibeVariables @CoinByZerodha @zerodha its liquid fund which they hold

@PaytmMoneyCare I've sent email. No response yet.

Dear Ravi, We request you to share us your registered contact details and write to us at feedback@paytmmoney.com from your registered email ID. Once done, a ticket ID will be generated for your concern. This allows us to efficiently track and address your concern. Please share the ticket number here, and we’ll prioritize it right away. Regards, Girisha.

When I go into Flexi Cap Category, @PaytmMoney shows all kinds of funds except Flexi Cap @PaytmMoneyCare. Is this filtering problem or am I doing something wrong?

Let me explain what just happened today because it deserves so much recognition. GalaxEye is a Bengaluru startup founded in 2021 by IIT Madras engineers. Today they launched Mission Drishti on a SpaceX Falcon 9. It is India's largest privately built satellite at 190 kg. And it carries a technology that no commercial satellite has ever carried before. Normal satellites take photos of the Earth using optical cameras. Like your phone camera, but from 500 km up. The problem is obvious. Clouds. Night. Fog. Smoke. If any of these are in the way, the photo is useless. India has monsoon cover for 4 months a year. That is 4 months where optical satellites are partially or fully blind over large parts of the country. The alternative is SAR. Synthetic Aperture Radar. Instead of taking photos with light, it sends radar waves down and reads what bounces back. Radar goes through clouds, through darkness, through smoke. A SAR satellite can image a flooded village at 2 AM during a cyclone when no optical satellite can see anything. The problem with SAR is that the images look nothing like photos. They look like grainy black-and-white radar maps. A military analyst or a trained geospatial engineer can read them. A farmer, a disaster response team, or a city planner cannot. Until today, if you wanted both optical and SAR data for the same location, you needed two different satellites, passing over at different times, at different angles. Then someone had to manually align and fuse the two datasets. Expensive, slow, and the data never perfectly matched because the satellites saw the same spot minutes or hours apart. GalaxEye put both sensors on one satellite. Optical and SAR, fused into what they call OptoSAR. Three times more information than a single sensor. Processed onboard by an NVIDIA AI chip at 1.8 metre resolution. Now in practice, during the next cyclone hitting Odisha, one satellite pass gives you a clear image of which villages are flooded, which roads are cut, and which buildings are standing. Day or night. Cloud or clear. In near real-time. For defence, it means you can monitor a border area 24/7 regardless of weather. For agriculture, it means tracking crop health across an entire monsoon season without a single cloud gap. For infrastructure, it means monitoring construction progress on highways and bridges without waiting for a clear day. GalaxEye tested their SAR tech on ISRO's POEM orbital platform. The satellite was tested at ISRO facilities. IN-SPACe provided regulatory clearance. NSIL, ISRO's commercial arm, will distribute the imagery globally. And it launched on SpaceX because ISRO's PSLV doesn't have the right orbit slot for this mission. Yes, four IIT Madras graduates built a world-first satellite in 4 years in Bengaluru. Take a bow!

Capitalmind Flexi Cap Fund - Mutual fund, but very different. - Launched in August 2025. - AUM ₹373 Cr. - Portfolio P/E around 17. - 67% in equity, rest in debt (cash) Runs a 36 stock portfolio, yet turnover is 172%, which means they actively churn and keep changing positions. Today, they have zero exposure to IT. No allocation to HDFC Bank or ICICI Bank. History - Founded by Deepak Shenoy. 2014 - Started as research platform. 2017 - Launched PMS (26% CAGR,₹2000 Cr AUM). 2025 - Entered mutual funds. Philosophy - Not a fixed style fund. It follows a quantitative, momentum-led approach that keeps shifting between quality, low volatility and value based on market conditions. A very different fund in the flexi cap category. Not for conservative investors. Better suited as a satellite allocation, not a core holding. Anyone tracking this?

Everyone has an opinion about DINKs. Surprised. Not

@PaytmMoneyCare The first fund you see on that list is a Focused Fund which is not a Flexi Cap Fund. Sane with the 3rd one.

Dear Ravi, We like to inform you that the funds shown in the screenshot are all Flexi Cap funds. You can verify this by checking the fund narration just below, where it is labeled as “Equity – Flexi Cap.” Should you need any further assistance, feel free to DM us with your account details or write to us at feedback@paytmmoney.com, and our team will ensure your concern is addressed on priority to provide a seamless experience. Regards, Girisha.

Some of the details on this scheme details page seem to be incorrect @MotilalOswalLtd. Can you please have a look into this

I am unable to transact in Mutual Funds via @smallcaseHQ. Please fix this.

Where are you fetching the AUM numbers from @Kuvera_In? Both AMC AUM and AUM under Fund Manager show absurd numbers

Hi @ICICI_Direct What is a Muture Fund?

Your flexi-cap fund may not be as flexi as you think. Many of them have been sitting on 70-85% large-cap stocks for years. Multi-cap funds — forced to stay diversified — have quietly outperformed them in 4 of the last 5 years. My story in this week’s @ET_Wealth.

What we know, what we don't know and what we are doing about the Iran War: @CalmInvestor writes at @CapitalmindMF letter on a way to look at the crisis that gives you a structured view of how to act. (read the thread)