Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−3.10%
6 Months
−2.30%
2.63%
1 Year
1.68%
−0.59%
3 Years
13.91%
7.10%
5 Years
—
6.17%
Since Inception
14.05%
16.60%
Fund Age
3 yrs 10 mo
7 yrs 4 mo
AUM
₹53.78 Cr
₹226.32 Cr
Alpha – 1 Year
−3.04%
−0.16%
Alpha – 3 Years
1.82%
−1.47%
Information Ratio – 3 Years
0.34
-0.04
Volatility – 1 Year
15.80%
15.34%
Volatility – 3 Years
15.64%
19.64%
Beta – 1 Year
0.86
0.73
Beta – 3 Years
0.97
0.82
Sharpe Ratio – 1 Year
-0.15
-0.32
Sharpe Ratio – 3 Years
0.71
0.17
Worst Rolling Year
15.78%
7.10%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−18.40%
−28.77%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
24.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%