Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
−0.04%
6 Months
2.63%
−3.71%
1 Year
−0.59%
−1.23%
3 Years
7.10%
7.88%
5 Years
6.17%
5.71%
Since Inception
16.60%
9.28%
Fund Age
7 yrs 4 mo
7 yrs 1 mo
AUM
₹226.32 Cr
₹2.48 Cr
Alpha – 1 Year
−0.16%
−5.95%
Alpha – 3 Years
−1.47%
−4.21%
Information Ratio – 3 Years
-0.04
-1.27
Volatility – 1 Year
15.34%
17.16%
Volatility – 3 Years
19.64%
14.17%
Beta – 1 Year
0.73
0.98
Beta – 3 Years
0.82
0.90
Sharpe Ratio – 1 Year
-0.32
-0.29
Sharpe Ratio – 3 Years
0.17
0.17
Worst Rolling Year
7.10%
5.24%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−28.77%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 92% · M 4%
Number of Stocks
—
26
Portfolio P/E
—
29.84
Top 5 Holdings
—
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
—
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%