Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Enam India Vision Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
1.68%
6 Months
2.63%
12.22%
1 Year
−0.59%
16.41%
3 Years
7.10%
12.88%
5 Years
6.17%
—
Since Inception
16.60%
15.20%
Fund Age
7 yrs 4 mo
3 yrs 7 mo
AUM
₹226.32 Cr
₹890.3 Cr
Alpha – 1 Year
−0.16%
11.69%
Alpha – 3 Years
−1.47%
0.79%
Information Ratio – 3 Years
-0.04
0.11
Volatility – 1 Year
15.34%
18.16%
Volatility – 3 Years
19.64%
14.87%
Beta – 1 Year
0.73
0.92
Beta – 3 Years
0.82
0.86
Sharpe Ratio – 1 Year
-0.32
0.64
Sharpe Ratio – 3 Years
0.17
0.54
Worst Rolling Year
7.10%
11.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−28.77%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 31% · M 50% · S 18%
Number of Stocks
—
20
Portfolio P/E
—
33.00
Top 5 Holdings
—
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%