Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Capitalmind - Surge India
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
−2.53%
6 Months
4.03%
2.18%
1 Year
4.49%
−4.96%
3 Years
14.35%
15.69%
5 Years
—
15.58%
Since Inception
16.62%
10.95%
Fund Age
4 yrs
8 yrs 8 mo
AUM
₹303 Cr
₹649.19 Cr
Alpha – 1 Year
4.92%
−4.53%
Alpha – 3 Years
5.78%
7.12%
Information Ratio – 3 Years
1.15
0.60
Volatility – 1 Year
16.32%
15.34%
Volatility – 3 Years
14.15%
18.43%
Beta – 1 Year
0.98
0.74
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
0.01
-0.61
Sharpe Ratio – 3 Years
0.64
0.59
Worst Rolling Year
14.36%
-6.10%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−16.17%
−22.16%
Recovery Period
245 days
122 days
1-Year Rolling Windows Positive
100.00%
91.42%
Median Rolling Year
18.76%
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%