Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
3.10%
6 Months
2.63%
2.75%
1 Year
−0.59%
19.54%
3 Years
7.10%
16.88%
5 Years
6.17%
17.69%
Since Inception
16.60%
15.84%
Fund Age
7 yrs 4 mo
8 yrs
AUM
₹226.32 Cr
₹335.72 Cr
Alpha – 1 Year
−0.16%
19.89%
Alpha – 3 Years
−1.47%
7.88%
Information Ratio – 3 Years
-0.04
0.91
Volatility – 1 Year
15.34%
22.09%
Volatility – 3 Years
19.64%
17.60%
Beta – 1 Year
0.73
1.28
Beta – 3 Years
0.82
1.08
Sharpe Ratio – 1 Year
-0.32
0.68
Sharpe Ratio – 3 Years
0.17
0.74
Worst Rolling Year
7.10%
9.01%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−28.77%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 57% · M 6% · S 37%
Number of Stocks
—
192
Portfolio P/E
—
18.98
Top 5 Holdings
—
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
—
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%