Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Oro-alpha compounders
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%
2.98%
6 Months
4.03%
−0.13%
1 Year
4.49%
−2.80%
3 Years
14.35%
13.20%
5 Years
—
—
Since Inception
16.62%
13.51%
Fund Age
4 yrs
3 yrs 8 mo
AUM
₹303 Cr
₹30.6 Cr
Alpha – 1 Year
4.92%
−5.78%
Alpha – 3 Years
5.78%
1.30%
Information Ratio – 3 Years
1.15
0.16
Volatility – 1 Year
16.32%
16.62%
Volatility – 3 Years
14.15%
16.99%
Beta – 1 Year
0.98
0.93
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
0.01
-0.42
Sharpe Ratio – 3 Years
0.64
0.50
Worst Rolling Year
14.36%
13.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−16.17%
−20.23%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
17.04%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
Top 5 Holdings
—
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%