Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Enam India Vision Portfolio
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%
1.68%
6 Months
4.03%
12.22%
1 Year
4.49%
16.41%
3 Years
14.35%
12.88%
5 Years
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—
Since Inception
16.62%
15.20%
Fund Age
4 yrs
3 yrs 7 mo
AUM
₹303 Cr
₹890.3 Cr
Alpha – 1 Year
4.92%
11.69%
Alpha – 3 Years
5.78%
0.79%
Information Ratio – 3 Years
1.15
0.11
Volatility – 1 Year
16.32%
18.16%
Volatility – 3 Years
14.15%
14.87%
Beta – 1 Year
0.98
0.92
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
0.01
0.64
Sharpe Ratio – 3 Years
0.64
0.54
Worst Rolling Year
14.36%
11.39%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−16.17%
−18.04%
Recovery Period
245 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
13.55%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 31% · M 50% · S 18%
Number of Stocks
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20
Portfolio P/E
—
33.00
Top 5 Holdings
—
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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)
—
0% / 0% / 0%