Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs HDFC - All Cap Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
HDFC - All Cap Portfolio - DPMS
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%
−1.12%
6 Months
4.03%
−0.35%
1 Year
4.49%
−1.07%
3 Years
14.35%
9.62%
5 Years
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Since Inception
16.62%
13.16%
Fund Age
4 yrs
4 yrs 2 mo
AUM
₹303 Cr
₹52.82 Cr
Alpha – 1 Year
4.92%
−5.79%
Alpha – 3 Years
5.78%
−2.47%
Information Ratio – 3 Years
1.15
-0.56
Volatility – 1 Year
16.32%
17.26%
Volatility – 3 Years
14.15%
15.97%
Beta – 1 Year
0.98
0.98
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
0.01
-0.29
Sharpe Ratio – 3 Years
0.64
0.28
Worst Rolling Year
14.36%
9.59%
Value at Worst Rolling Year
₹1.14 Cr
₹1.10 Cr
Deepest Drawdown
−16.17%
−18.05%
Recovery Period
245 days
131 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
15.96%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
0.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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0% / 0% / 0%