Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
−3.10%
6 Months
12.26%
2.63%
1 Year
7.30%
−0.59%
3 Years
—
7.10%
5 Years
—
6.17%
Since Inception
−4.78%
16.60%
Fund Age
1 yr 10 mo
7 yrs 4 mo
AUM
₹1.85 Cr
₹226.32 Cr
Alpha – 1 Year
2.58%
−0.16%
Alpha – 3 Years
—
−1.47%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
34.80%
15.34%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
1.70
0.73
Beta – 3 Years
—
0.82
Sharpe Ratio – 1 Year
0.20
-0.32
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
7.10%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−23.66%
−28.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
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
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%