Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-Altitude (Formerly SmartCore) vs Dezerv Strategic Holdings in Natural Elements (SHINE)
CAPITAL MIND-Altitude (Formerly SmartCore)
Dezerv Strategic Holdings in Natural Elements (SHINE)
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-Altitude (Formerly SmartCore)
Dezerv Strategic Holdings in Natural Elements (SHINE)
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.11%
8.74%
6 Months
6.28%
−3.23%
1 Year
6.51%
54.66%
3 Years
—
—
5 Years
—
—
Since Inception
12.15%
46.32%
Fund Age
18 mo
18 mo
AUM
₹33.91 Cr
₹186.08 Cr
Alpha – 1 Year
6.94%
47.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.31%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.95
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.13
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.89%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%