Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Maxiom PMS - CORAL Cyclical
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%
−0.48%
6 Months
4.03%
−2.46%
1 Year
4.49%
5.63%
3 Years
14.35%
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5 Years
—
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Since Inception
16.62%
1.03%
Fund Age
4 yrs
3 yrs
AUM
₹303 Cr
₹2.06 Cr
Alpha – 1 Year
4.92%
5.98%
Alpha – 3 Years
5.78%
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Information Ratio – 3 Years
1.15
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Volatility – 1 Year
16.32%
16.61%
Volatility – 3 Years
14.15%
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Beta – 1 Year
0.98
1.00
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
-0.24
Sharpe Ratio – 3 Years
0.64
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Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
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Deepest Drawdown
−16.17%
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Recovery Period
245 days
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
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Top 5 Holdings
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ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
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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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