Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
4.03%
29.52%
1 Year
4.49%
27.35%
3 Years
14.35%
14.30%
5 Years
—
12.28%
Since Inception
16.62%
21.22%
Fund Age
4 yrs
9 yrs 10 mo
AUM
₹303 Cr
₹374.43 Cr
Alpha – 1 Year
4.92%
22.63%
Alpha – 3 Years
5.78%
2.21%
Information Ratio – 3 Years
1.15
0.15
Volatility – 1 Year
16.32%
28.49%
Volatility – 3 Years
14.15%
24.50%
Beta – 1 Year
0.98
1.39
Beta – 3 Years
0.97
1.24
Sharpe Ratio – 1 Year
0.01
0.80
Sharpe Ratio – 3 Years
0.64
0.46
Worst Rolling Year
14.36%
-3.89%
Value at Worst Rolling Year
₹1.14 Cr
₹0.96 Cr
Deepest Drawdown
−16.17%
−30.92%
Recovery Period
245 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
18.76%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 4% · S 95%
Number of Stocks
—
29
Portfolio P/E
—
36.10
Top 5 Holdings
—
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
—
—
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%