Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Carnelian Capital - Compounder 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%
4.57%
6 Months
2.63%
15.76%
1 Year
−0.59%
22.36%
3 Years
7.10%
23.83%
5 Years
6.17%
17.53%
Since Inception
16.60%
20.07%
Fund Age
7 yrs 4 mo
7 yrs 3 mo
AUM
₹226.32 Cr
₹2,271.9 Cr
Alpha – 1 Year
−0.16%
17.64%
Alpha – 3 Years
−1.47%
11.75%
Information Ratio – 3 Years
-0.04
1.40
Volatility – 1 Year
15.34%
21.11%
Volatility – 3 Years
19.64%
18.96%
Beta – 1 Year
0.73
1.17
Beta – 3 Years
0.82
1.12
Sharpe Ratio – 1 Year
-0.32
0.81
Sharpe Ratio – 3 Years
0.17
0.96
Worst Rolling Year
7.10%
10.25%
Value at Worst Rolling Year
₹1.07 Cr
₹1.10 Cr
Deepest Drawdown
−28.77%
−19.83%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
21.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 30% · M 46% · S 22%
Number of Stocks
—
30
Portfolio P/E
—
29.80
Top 5 Holdings
—
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%