Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
4.03%
19.55%
1 Year
4.49%
11.69%
3 Years
14.35%
15.46%
5 Years
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Since Inception
16.62%
23.05%
Fund Age
4 yrs
3 yrs 4 mo
AUM
₹303 Cr
₹95.08 Cr
Alpha – 1 Year
4.92%
8.71%
Alpha – 3 Years
5.78%
3.58%
Information Ratio – 3 Years
1.15
0.52
Volatility – 1 Year
16.32%
27.25%
Volatility – 3 Years
14.15%
23.29%
Beta – 1 Year
0.98
1.44
Beta – 3 Years
0.97
1.22
Sharpe Ratio – 1 Year
0.01
0.33
Sharpe Ratio – 3 Years
0.64
0.66
Worst Rolling Year
14.36%
15.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−16.17%
−32.01%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%