Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Right Horizons - Alliance
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%
1.80%
6 Months
4.03%
2.80%
1 Year
4.49%
4.89%
3 Years
14.35%
12.23%
5 Years
—
10.64%
Since Inception
16.62%
8.93%
Fund Age
4 yrs
12 yrs
AUM
₹303 Cr
₹134.76 Cr
Alpha – 1 Year
4.92%
−1.08%
Alpha – 3 Years
5.78%
1.34%
Information Ratio – 3 Years
1.15
0.07
Volatility – 1 Year
16.32%
10.79%
Volatility – 3 Years
14.15%
9.62%
Beta – 1 Year
0.98
1.04
Beta – 3 Years
0.97
1.10
Sharpe Ratio – 1 Year
0.01
-0.01
Sharpe Ratio – 3 Years
0.64
0.69
Worst Rolling Year
14.36%
0.05%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−16.17%
−11.50%
Recovery Period
245 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
18.76%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
Top 5 Holdings
—
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
0.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –