Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Pace - Secure
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%
−0.11%
6 Months
4.03%
2.89%
1 Year
4.49%
7.86%
3 Years
14.35%
10.62%
5 Years
—
10.19%
Since Inception
16.62%
9.46%
Fund Age
4 yrs
5 yrs 7 mo
AUM
₹303 Cr
₹158.06 Cr
Alpha – 1 Year
4.92%
−1.70%
Alpha – 3 Years
5.78%
0.86%
Information Ratio – 3 Years
1.15
0.37
Volatility – 1 Year
16.32%
1.80%
Volatility – 3 Years
14.15%
3.43%
Beta – 1 Year
0.98
0.81
Beta – 3 Years
0.97
0.63
Sharpe Ratio – 1 Year
0.01
1.30
Sharpe Ratio – 3 Years
0.64
1.53
Worst Rolling Year
14.36%
8.14%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−16.17%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%