Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
4.03%
8.56%
1 Year
4.49%
5.56%
3 Years
14.35%
8.84%
5 Years
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Since Inception
16.62%
10.12%
Fund Age
4 yrs
3 yrs 2 mo
AUM
₹303 Cr
₹45.94 Cr
Alpha – 1 Year
4.92%
5.91%
Alpha – 3 Years
5.78%
−0.16%
Information Ratio – 3 Years
1.15
0.15
Volatility – 1 Year
16.32%
23.84%
Volatility – 3 Years
14.15%
20.02%
Beta – 1 Year
0.98
1.25
Beta – 3 Years
0.97
1.03
Sharpe Ratio – 1 Year
0.01
0.12
Sharpe Ratio – 3 Years
0.64
0.26
Worst Rolling Year
14.36%
7.39%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−16.17%
−26.84%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
9.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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14
Portfolio P/E
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—
Top 5 Holdings
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Top Sectors
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Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%