Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Dalal & Broacha - Long Term Growth
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%
0.61%
6 Months
4.03%
11.19%
1 Year
4.49%
4.47%
3 Years
14.35%
14.82%
5 Years
—
12.64%
Since Inception
16.62%
13.38%
Fund Age
4 yrs
19 yrs
AUM
₹303 Cr
₹1,249 Cr
Alpha – 1 Year
4.92%
4.82%
Alpha – 3 Years
5.78%
5.82%
Information Ratio – 3 Years
1.15
0.87
Volatility – 1 Year
16.32%
21.24%
Volatility – 3 Years
14.15%
17.51%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
0.01
0.05
Sharpe Ratio – 3 Years
0.64
0.69
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 40% · S 15%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%