Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Profusion Multi Strategy PMS
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%
0.32%
6 Months
4.03%
4.47%
1 Year
4.49%
−9.70%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
13.40%
Fund Age
4 yrs
2 yrs 8 mo
AUM
₹303 Cr
₹11.72 Cr
Alpha – 1 Year
4.92%
−4.20%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
9.16%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
0.51
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
-1.67
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−14.15%
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
—
L 17% · M 21% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%