Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Incred Active Momentum Strategy
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%
2.70%
6 Months
4.03%
4.80%
1 Year
4.49%
0.40%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
2.40%
Fund Age
4 yrs
17 mo
AUM
₹303 Cr
₹16.3 Cr
Alpha – 1 Year
4.92%
−2.60%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
17.55%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
0.97
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
-0.19
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−14.81%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 36%
Number of Stocks
—
25
Portfolio P/E
—
33.22
Top 5 Holdings
—
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
0.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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