Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Estee-I-Alpha
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
−0.25%
6 Months
2.63%
3.36%
1 Year
−0.59%
7.71%
3 Years
7.10%
10.42%
5 Years
6.17%
9.09%
Since Inception
16.60%
10.42%
Fund Age
7 yrs 4 mo
16 yrs 11 mo
AUM
₹226.32 Cr
₹257.93 Cr
Alpha – 1 Year
−0.16%
0.40%
Alpha – 3 Years
−1.47%
2.97%
Information Ratio – 3 Years
-0.04
2.62
Volatility – 1 Year
15.34%
1.99%
Volatility – 3 Years
19.64%
1.94%
Beta – 1 Year
0.73
0.35
Beta – 3 Years
0.82
0.35
Sharpe Ratio – 1 Year
-0.32
1.45
Sharpe Ratio – 3 Years
0.17
3.79
Worst Rolling Year
7.10%
7.00%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−28.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%