Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
2.93%
6 Months
2.63%
27.08%
1 Year
−0.59%
22.70%
3 Years
7.10%
18.13%
5 Years
6.17%
21.00%
Since Inception
16.60%
30.05%
Fund Age
7 yrs 4 mo
5 yrs 9 mo
AUM
₹226.32 Cr
₹670.5 Cr
Alpha – 1 Year
−0.16%
17.98%
Alpha – 3 Years
−1.47%
6.04%
Information Ratio – 3 Years
-0.04
0.67
Volatility – 1 Year
15.34%
26.20%
Volatility – 3 Years
19.64%
22.70%
Beta – 1 Year
0.73
1.32
Beta – 3 Years
0.82
1.09
Sharpe Ratio – 1 Year
-0.32
0.70
Sharpe Ratio – 3 Years
0.17
0.71
Worst Rolling Year
7.10%
15.94%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−28.77%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
Top 5 Holdings
—
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%