Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Right Horizons - Flexi Cap
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%
4.94%
6 Months
4.03%
11.49%
1 Year
4.49%
3.89%
3 Years
14.35%
8.19%
5 Years
—
11.02%
Since Inception
16.62%
10.97%
Fund Age
4 yrs
13 yrs 8 mo
AUM
₹303 Cr
₹360.51 Cr
Alpha – 1 Year
4.92%
0.91%
Alpha – 3 Years
5.78%
−3.69%
Information Ratio – 3 Years
1.15
-0.18
Volatility – 1 Year
16.32%
23.04%
Volatility – 3 Years
14.15%
19.34%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
0.97
1.17
Sharpe Ratio – 1 Year
0.01
0.04
Sharpe Ratio – 3 Years
0.64
0.30
Worst Rolling Year
14.36%
-8.10%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−16.17%
−30.43%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
18.76%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
Top 5 Holdings
—
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%