Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Dalal & Broacha - Long Term Growth
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%
0.61%
6 Months
2.63%
11.19%
1 Year
−0.59%
4.47%
3 Years
7.10%
14.82%
5 Years
6.17%
12.64%
Since Inception
16.60%
13.38%
Fund Age
7 yrs 4 mo
19 yrs
AUM
₹226.32 Cr
₹1,249 Cr
Alpha – 1 Year
−0.16%
4.82%
Alpha – 3 Years
−1.47%
5.82%
Information Ratio – 3 Years
-0.04
0.87
Volatility – 1 Year
15.34%
21.24%
Volatility – 3 Years
19.64%
17.51%
Beta – 1 Year
0.73
1.09
Beta – 3 Years
0.82
1.04
Sharpe Ratio – 1 Year
-0.32
0.05
Sharpe Ratio – 3 Years
0.17
0.69
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
—
Recovery Period
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 40% · M 40% · S 15%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%