Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
8.45%
6 Months
4.03%
29.49%
1 Year
4.49%
37.09%
3 Years
14.35%
18.49%
5 Years
—
12.39%
Since Inception
16.62%
18.64%
Fund Age
4 yrs
10 yrs 3 mo
AUM
₹303 Cr
₹1,760.35 Cr
Alpha – 1 Year
4.92%
32.37%
Alpha – 3 Years
5.78%
6.40%
Information Ratio – 3 Years
1.15
0.52
Volatility – 1 Year
16.32%
25.02%
Volatility – 3 Years
14.15%
18.27%
Beta – 1 Year
0.98
1.22
Beta – 3 Years
0.97
0.89
Sharpe Ratio – 1 Year
0.01
1.18
Sharpe Ratio – 3 Years
0.64
0.74
Worst Rolling Year
14.36%
-0.28%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−16.17%
−13.15%
Recovery Period
245 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
18.76%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
Top 5 Holdings
—
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%