Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.61%
1.32%
6 Months
4.03%
7.54%
1 Year
4.49%
8.20%
3 Years
14.35%
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5 Years
—
—
Since Inception
16.62%
2.83%
Fund Age
4 yrs
14 mo
AUM
₹303 Cr
₹18.5 Cr
Alpha – 1 Year
4.92%
3.48%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
18.53%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
0.23
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−14.67%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
0.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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