Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-Altitude (Formerly SmartCore) vs Ionic Yield Enhancer Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-Altitude (Formerly SmartCore)
Ionic Yield Enhancer Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.11%
0.87%
6 Months
6.28%
5.59%
1 Year
6.51%
10.75%
3 Years
—
—
5 Years
—
—
Since Inception
12.15%
11.81%
Fund Age
18 mo
17 mo
AUM
₹33.91 Cr
₹145.04 Cr
Alpha – 1 Year
6.94%
6.28%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.31%
0.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.95
0.14
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.13
5.51
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
—
20
Portfolio P/E
—
—
Top 5 Holdings
—
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
Top Sectors
—
—
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / – / –