Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Invesco - Challengers
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%
1.41%
6 Months
4.03%
13.18%
1 Year
4.49%
2.91%
3 Years
14.35%
14.27%
5 Years
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Since Inception
16.62%
11.83%
Fund Age
4 yrs
4 yrs 11 mo
AUM
₹303 Cr
₹31.01 Cr
Alpha – 1 Year
4.92%
−1.81%
Alpha – 3 Years
5.78%
2.18%
Information Ratio – 3 Years
1.15
0.24
Volatility – 1 Year
16.32%
18.67%
Volatility – 3 Years
14.15%
17.11%
Beta – 1 Year
0.98
0.97
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
0.01
-0.04
Sharpe Ratio – 3 Years
0.64
0.56
Worst Rolling Year
14.36%
12.64%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−16.17%
−24.73%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 37% · M 30% · S 33%
Number of Stocks
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26
Portfolio P/E
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54.84
Top 5 Holdings
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Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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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