Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
KEDIA - Multi Cap
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%
2.23%
6 Months
4.03%
7.97%
1 Year
4.49%
6.21%
3 Years
14.35%
12.78%
5 Years
—
14.19%
Since Inception
16.62%
16.41%
Fund Age
4 yrs
7 yrs 3 mo
AUM
₹303 Cr
₹115.97 Cr
Alpha – 1 Year
4.92%
1.49%
Alpha – 3 Years
5.78%
0.69%
Information Ratio – 3 Years
1.15
0.20
Volatility – 1 Year
16.32%
15.75%
Volatility – 3 Years
14.15%
15.69%
Beta – 1 Year
0.98
0.82
Beta – 3 Years
0.97
0.88
Sharpe Ratio – 1 Year
0.01
0.12
Sharpe Ratio – 3 Years
0.64
0.51
Worst Rolling Year
14.36%
11.84%
Value at Worst Rolling Year
₹1.14 Cr
₹1.12 Cr
Deepest Drawdown
−16.17%
−23.37%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
35
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%