Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
4.03%
27.55%
1 Year
4.49%
—
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
23.98%
Fund Age
4 yrs
7 mo
AUM
₹303 Cr
₹3.83 Cr
Alpha – 1 Year
4.92%
—
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
—
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
—
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 18% · M 24% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
49.25
Top 5 Holdings
—
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%