Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
4.38%
6 Months
2.63%
19.54%
1 Year
−0.59%
15.57%
3 Years
7.10%
20.08%
5 Years
6.17%
21.78%
Since Inception
16.60%
32.33%
Fund Age
7 yrs 4 mo
5 yrs 10 mo
AUM
₹226.32 Cr
₹5,864.1 Cr
Alpha – 1 Year
−0.16%
10.85%
Alpha – 3 Years
−1.47%
8.00%
Information Ratio – 3 Years
-0.04
1.40
Volatility – 1 Year
15.34%
22.27%
Volatility – 3 Years
19.64%
21.12%
Beta – 1 Year
0.73
1.15
Beta – 3 Years
0.82
1.14
Sharpe Ratio – 1 Year
-0.32
0.52
Sharpe Ratio – 3 Years
0.17
0.73
Worst Rolling Year
7.10%
20.10%
Value at Worst Rolling Year
₹1.07 Cr
₹1.20 Cr
Deepest Drawdown
−28.77%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 15% · M 28% · S 52%
Number of Stocks
—
38
Portfolio P/E
—
29.00
Top 5 Holdings
—
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%