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CAPITAL MIND-Altitude (Formerly SmartCore) vs Svobodha AD-ASTRA

CAPITAL MIND-Altitude (Formerly SmartCore)

Svobodha AD-ASTRA

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Growth of ₹1 Crore

CAPITAL MIND-Altitude (Formerly SmartCore)

Svobodha AD-ASTRA

Return for the risk

1 yr return

-5%

10%

NIFTY 50 Total Return Index · -0.4%

CAPITAL MIND-Altitude (Formerly SmartCore)

6.5% • vol 16.3%

Svobodha AD-ASTRA

0.1% • vol 20.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.11%

0.01%

6 Months

6.28%

7.77%

1 Year

6.51%

0.09%

3 Years

—

5 Years

—

Since Inception

12.15%

7.20%

Fund Age

18 mo

3 yrs

AUM

₹33.91 Cr

₹22.71 Cr

Alpha – 1 Year

6.94%

−4.63%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

16.31%

20.61%

Volatility – 3 Years

—

Beta – 1 Year

0.95

1.11

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.13

-0.14

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

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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