Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
4.79%
6 Months
3.75%
13.10%
1 Year
−5.76%
18.11%
3 Years
3.98%
14.56%
5 Years
6.05%
8.71%
Since Inception
9.94%
13.67%
Fund Age
7 yrs 9 mo
11 yrs 2 mo
AUM
₹45.09 Cr
₹138.06 Cr
Alpha – 1 Year
−8.74%
18.46%
Alpha – 3 Years
−7.91%
5.57%
Information Ratio – 3 Years
-1.11
0.62
Volatility – 1 Year
21.69%
22.83%
Volatility – 3 Years
18.00%
16.72%
Beta – 1 Year
1.21
1.29
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
-0.42
0.61
Sharpe Ratio – 3 Years
0.01
0.55
Worst Rolling Year
3.08%
-8.44%
Value at Worst Rolling Year
₹1.03 Cr
₹0.92 Cr
Deepest Drawdown
−29.01%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
12.65%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 38% · M 14% · S 45%
Number of Stocks
43
18
Portfolio P/E
—
38.70
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%