Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
HDFC India Ascent 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%
−1.07%
6 Months
4.03%
1.78%
1 Year
4.49%
5.40%
3 Years
14.35%
8.85%
5 Years
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Since Inception
16.62%
10.06%
Fund Age
4 yrs
3 yrs 2 mo
AUM
₹303 Cr
₹6 Cr
Alpha – 1 Year
4.92%
0.68%
Alpha – 3 Years
5.78%
−3.24%
Information Ratio – 3 Years
1.15
-0.36
Volatility – 1 Year
16.32%
19.91%
Volatility – 3 Years
14.15%
17.03%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
0.01
0.09
Sharpe Ratio – 3 Years
0.64
0.27
Worst Rolling Year
14.36%
8.77%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−16.17%
−18.84%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
10.14%
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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