Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.50%
1.61%
6 Months
10.26%
4.03%
1 Year
20.10%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
21.53%
16.62%
Fund Age
18 mo
4 yrs
AUM
₹79.16 Cr
₹303 Cr
Alpha – 1 Year
17.12%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
19.38%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
0.85
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.76
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.77%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
—
Number of Stocks
66
—
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—