Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Citrus -Sector Leaders Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.61%
2.91%
6 Months
4.03%
4.40%
1 Year
4.49%
7.01%
3 Years
14.35%
10.97%
5 Years
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Since Inception
16.62%
10.85%
Fund Age
4 yrs
3 yrs
AUM
₹303 Cr
₹47.29 Cr
Alpha – 1 Year
4.92%
7.36%
Alpha – 3 Years
5.78%
1.97%
Information Ratio – 3 Years
1.15
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Volatility – 1 Year
16.32%
—
Volatility – 3 Years
14.15%
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Beta – 1 Year
0.98
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Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
0.01
—
Sharpe Ratio – 3 Years
0.64
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Worst Rolling Year
14.36%
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Value at Worst Rolling Year
₹1.14 Cr
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Deepest Drawdown
−16.17%
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Recovery Period
245 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
18.76%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 76% · M 4% · S 18%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
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Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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