Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Envision Capital - India Opportunities
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%
3.39%
6 Months
2.63%
19.31%
1 Year
−0.59%
11.21%
3 Years
7.10%
13.34%
5 Years
6.17%
15.02%
Since Inception
16.60%
17.08%
Fund Age
7 yrs 4 mo
5 yrs 4 mo
AUM
₹226.32 Cr
₹135.65 Cr
Alpha – 1 Year
−0.16%
6.49%
Alpha – 3 Years
−1.47%
1.25%
Information Ratio – 3 Years
-0.04
0.12
Volatility – 1 Year
15.34%
20.71%
Volatility – 3 Years
19.64%
17.79%
Beta – 1 Year
0.73
1.05
Beta – 3 Years
0.82
0.97
Sharpe Ratio – 1 Year
-0.32
0.35
Sharpe Ratio – 3 Years
0.17
0.50
Worst Rolling Year
7.10%
12.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−28.77%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 18% · M 24% · S 55%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%