Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
2.63%
18.59%
1 Year
−0.59%
13.77%
3 Years
7.10%
9.52%
5 Years
6.17%
8.40%
Since Inception
16.60%
10.24%
Fund Age
7 yrs 4 mo
11 yrs
AUM
₹226.32 Cr
₹20.83 Cr
Alpha – 1 Year
−0.16%
14.12%
Alpha – 3 Years
−1.47%
0.53%
Information Ratio – 3 Years
-0.04
0.07
Volatility – 1 Year
15.34%
22.14%
Volatility – 3 Years
19.64%
20.01%
Beta – 1 Year
0.73
1.14
Beta – 3 Years
0.82
1.14
Sharpe Ratio – 1 Year
-0.32
0.45
Sharpe Ratio – 3 Years
0.17
0.29
Worst Rolling Year
7.10%
-15.27%
Value at Worst Rolling Year
₹1.07 Cr
₹0.85 Cr
Deepest Drawdown
−28.77%
−27.52%
Recovery Period
Not yet recovered
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
24.04%
10.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 9% · S 77%
Number of Stocks
—
25
Portfolio P/E
—
29.80
Top 5 Holdings
—
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
—
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%