PMS · Equity · Multi Cap
CAPITAL MIND-All Weather Equity
Fund size₹303 Cr
Alpha (3Y)5.42%
3Y return14.35%
Fund age4 yrs
Fund Manager
Growth of₹Cr
CAPITAL MIND All Weather Equity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| CAPITAL MIND All Weather Equity | 1.30% | 4.49% | 2.52% | 14.35% | — | 16.62% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | — | 11.84% |
| Excess over benchmark | 7.23% | 4.92% | 2.46% | 5.78% | — | 4.78% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
14.15%
Benchmark approx 13.29%
A standard deviation reflecting historical swings.
Sensitivity
0.97
Beta vs benchmark 1.00 · 3% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.64
Sharpe
Excess return gained per unit of volatility.
Capture ratio
114 / 85
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −16.17% from its 30 Oct 2024 peak to a 28 Feb 2025 trough, and recovered on 31 Oct 2025 after 245 days.
Max drawdowns
−16.17%
Recovery period
245 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −16.17% | 121 days | 31 Oct 2025 | 245 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−16.17%
Fell over121 days
Recovered31 Oct 2025
Recovery took245 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee0.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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