Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Ckredence Wealth Management Pvt Ltd - ICE Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
5.63%
6 Months
2.63%
23.45%
1 Year
−0.59%
23.62%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
12.60%
Fund Age
7 yrs 4 mo
1 yr 10 mo
AUM
₹226.32 Cr
₹187.26 Cr
Alpha – 1 Year
−0.16%
18.90%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
20.87%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.10
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.87
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−15.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 29% · S 56%
Number of Stocks
—
33
Portfolio P/E
—
73.30
Top 5 Holdings
—
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
—
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%