Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
4.03%
20.32%
1 Year
4.49%
29.93%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
15.24%
Fund Age
4 yrs
1 yr 9 mo
AUM
₹303 Cr
₹3.17 Cr
Alpha – 1 Year
4.92%
25.21%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
24.54%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
1.19
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
0.97
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−12.48%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –