Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Nirmal Bang Equity Multi Cap
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%
7.67%
6 Months
4.03%
25.93%
1 Year
4.49%
35.92%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
23.98%
Fund Age
4 yrs
2 yrs 10 mo
AUM
₹303 Cr
₹213.66 Cr
Alpha – 1 Year
4.92%
31.20%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
22.87%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
1.23
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−11.95%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kovai Medical Center & Hospital Ltd · 5.84%
Kaynes Technology India Ltd · 5.42%
Trent Ltd · 5.05%
Vishal Mega Mart Ltd · 4.93%
Nuvama Wealth Management Ltd · 4.82%
Top Sectors
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—
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%