Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
11.42%
6 Months
4.03%
35.03%
1 Year
4.49%
37.21%
3 Years
14.35%
27.05%
5 Years
—
21.76%
Since Inception
16.62%
19.33%
Fund Age
4 yrs
6 yrs 10 mo
AUM
₹303 Cr
₹2,975 Cr
Alpha – 1 Year
4.92%
23.77%
Alpha – 3 Years
5.78%
6.78%
Information Ratio – 3 Years
1.15
5.24
Volatility – 1 Year
16.32%
18.59%
Volatility – 3 Years
14.15%
19.39%
Beta – 1 Year
0.98
1.23
Beta – 3 Years
0.97
1.12
Sharpe Ratio – 1 Year
0.01
1.44
Sharpe Ratio – 3 Years
0.64
0.98
Worst Rolling Year
14.36%
-6.18%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−16.17%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
18.76%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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)
—
3% / 2% / 1%