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CAPITAL MIND-All Weather Equity vs Northern Arc Income Builder Series C

CAPITAL MIND-All Weather Equity

Northern Arc Income Builder Series C

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Growth of ₹1 Crore

CAPITAL MIND-All Weather Equity

Northern Arc Income Builder Series C

Return for the risk

3 yrs return

10%

15%

20%

NIFTY 50 Total Return Index · 8.6%

CAPITAL MIND-All Weather Equity

14.3% • vol 14.2%

10%

20%

Volatility • 3 yrs deviation

1 Month

1.61%

0.43%

6 Months

4.03%

8.64%

1 Year

4.49%

—

3 Years

14.35%

—

5 Years

—

Since Inception

16.62%

9.49%

Fund Age

4 yrs

2 yrs 7 mo

AUM

₹303 Cr

₹48.67 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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

0.50% / yr

0.60% / yr

Performance Fee / Plan

Fixed Plan

0% of profit

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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