Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
−3.10%
6 Months
10.26%
2.63%
1 Year
20.10%
−0.59%
3 Years
—
7.10%
5 Years
—
6.17%
Since Inception
21.53%
16.60%
Fund Age
18 mo
7 yrs 4 mo
AUM
₹79.16 Cr
₹226.32 Cr
Alpha – 1 Year
17.12%
−0.16%
Alpha – 3 Years
—
−1.47%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
19.38%
15.34%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
0.85
0.73
Beta – 3 Years
—
0.82
Sharpe Ratio – 1 Year
0.76
-0.32
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
7.10%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.77%
−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
L 8% · M 7% · S 61%
—
Number of Stocks
66
—
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%