Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Unifi BCAD
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%
2.20%
6 Months
4.03%
6.88%
1 Year
4.49%
5.29%
3 Years
14.35%
8.34%
5 Years
—
9.52%
Since Inception
16.62%
13.35%
Fund Age
4 yrs
8 yrs 3 mo
AUM
₹303 Cr
₹237.35 Cr
Alpha – 1 Year
4.92%
0.57%
Alpha – 3 Years
5.78%
−3.75%
Information Ratio – 3 Years
1.15
-0.44
Volatility – 1 Year
16.32%
19.09%
Volatility – 3 Years
14.15%
16.74%
Beta – 1 Year
0.98
1.07
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
0.01
0.09
Sharpe Ratio – 3 Years
0.64
0.25
Worst Rolling Year
14.36%
7.37%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−16.17%
−20.73%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%