Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Motilal Oswal - Ethical
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%
1.53%
6 Months
4.03%
18.13%
1 Year
4.49%
13.15%
3 Years
14.35%
14.12%
5 Years
—
11.96%
Since Inception
16.62%
13.25%
Fund Age
4 yrs
5 yrs 1 mo
AUM
₹303 Cr
₹77.09 Cr
Alpha – 1 Year
4.92%
10.17%
Alpha – 3 Years
5.78%
2.24%
Information Ratio – 3 Years
1.15
0.36
Volatility – 1 Year
16.32%
23.76%
Volatility – 3 Years
14.15%
19.81%
Beta – 1 Year
0.98
1.23
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
0.01
0.40
Sharpe Ratio – 3 Years
0.64
0.50
Worst Rolling Year
14.36%
8.04%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−16.17%
−27.15%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
Top 5 Holdings
—
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%