Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
−3.10%
6 Months
4.03%
2.63%
1 Year
4.49%
−0.59%
3 Years
14.35%
7.10%
5 Years
—
6.17%
Since Inception
16.62%
16.60%
Fund Age
4 yrs
7 yrs 4 mo
AUM
₹303 Cr
₹226.32 Cr
Alpha – 1 Year
4.92%
−0.16%
Alpha – 3 Years
5.78%
−1.47%
Information Ratio – 3 Years
1.15
-0.04
Volatility – 1 Year
16.32%
15.34%
Volatility – 3 Years
14.15%
19.64%
Beta – 1 Year
0.98
0.73
Beta – 3 Years
0.97
0.82
Sharpe Ratio – 1 Year
0.01
-0.32
Sharpe Ratio – 3 Years
0.64
0.17
Worst Rolling Year
14.36%
7.10%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−16.17%
−28.77%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
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
0.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%