Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
4.88%
6 Months
2.63%
21.32%
1 Year
−0.59%
24.13%
3 Years
7.10%
24.49%
5 Years
6.17%
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Since Inception
16.60%
27.33%
Fund Age
7 yrs 4 mo
4 yrs 10 mo
AUM
₹226.32 Cr
₹3,911.89 Cr
Alpha – 1 Year
−0.16%
19.41%
Alpha – 3 Years
−1.47%
12.41%
Information Ratio – 3 Years
-0.04
1.08
Volatility – 1 Year
15.34%
23.48%
Volatility – 3 Years
19.64%
21.23%
Beta – 1 Year
0.73
1.26
Beta – 3 Years
0.82
1.19
Sharpe Ratio – 1 Year
-0.32
0.81
Sharpe Ratio – 3 Years
0.17
0.90
Worst Rolling Year
7.10%
22.93%
Value at Worst Rolling Year
₹1.07 Cr
₹1.23 Cr
Deepest Drawdown
−28.77%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
29.10%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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