Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
MoneyGrow Asset-Large Midcap
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%
1.12%
6 Months
4.03%
9.15%
1 Year
4.49%
11.50%
3 Years
14.35%
15.21%
5 Years
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Since Inception
16.62%
17.99%
Fund Age
4 yrs
3 yrs 4 mo
AUM
₹303 Cr
₹113.51 Cr
Alpha – 1 Year
4.92%
11.85%
Alpha – 3 Years
5.78%
6.21%
Information Ratio – 3 Years
1.15
0.97
Volatility – 1 Year
16.32%
21.57%
Volatility – 3 Years
14.15%
16.25%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
0.97
1.09
Sharpe Ratio – 1 Year
0.01
0.37
Sharpe Ratio – 3 Years
0.64
0.63
Worst Rolling Year
14.36%
14.24%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−16.17%
−19.23%
Recovery Period
245 days
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
15.47%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 33% · M 28% · S 38%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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3% / 2% / 1%