Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.61%
13.08%
6 Months
4.03%
39.75%
1 Year
4.49%
15.14%
3 Years
14.35%
13.51%
5 Years
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Since Inception
16.62%
26.22%
Fund Age
4 yrs
4 yrs 6 mo
AUM
₹303 Cr
₹81.24 Cr
Alpha – 1 Year
4.92%
11.38%
Alpha – 3 Years
5.78%
2.62%
Information Ratio – 3 Years
1.15
0.33
Volatility – 1 Year
16.32%
46.80%
Volatility – 3 Years
14.15%
34.40%
Beta – 1 Year
0.98
2.21
Beta – 3 Years
0.97
1.57
Sharpe Ratio – 1 Year
0.01
0.38
Sharpe Ratio – 3 Years
0.64
0.37
Worst Rolling Year
14.36%
9.66%
Value at Worst Rolling Year
₹1.14 Cr
₹1.10 Cr
Deepest Drawdown
−16.17%
−43.02%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
21.78%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
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2% / 1% / 0%