Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
2.85%
6 Months
4.03%
22.81%
1 Year
4.49%
15.74%
3 Years
14.35%
19.34%
5 Years
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Since Inception
16.62%
24.49%
Fund Age
4 yrs
3 yrs 3 mo
AUM
₹303 Cr
₹446.96 Cr
Alpha – 1 Year
4.92%
11.02%
Alpha – 3 Years
5.78%
7.25%
Information Ratio – 3 Years
1.15
0.86
Volatility – 1 Year
16.32%
23.09%
Volatility – 3 Years
14.15%
17.79%
Beta – 1 Year
0.98
1.11
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
0.01
0.51
Sharpe Ratio – 3 Years
0.64
0.79
Worst Rolling Year
14.36%
19.32%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−16.17%
−18.72%
Recovery Period
245 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 19% · S 80%
Number of Stocks
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30
Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
0.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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