Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Fort Capital - Value Fund
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%
5.09%
6 Months
2.63%
20.56%
1 Year
−0.59%
20.29%
3 Years
7.10%
11.79%
5 Years
6.17%
16.62%
Since Inception
16.60%
15.84%
Fund Age
7 yrs 4 mo
7 yrs 11 mo
AUM
₹226.32 Cr
₹12.5 Cr
Alpha – 1 Year
−0.16%
15.57%
Alpha – 3 Years
−1.47%
−0.30%
Information Ratio – 3 Years
-0.04
-0.02
Volatility – 1 Year
15.34%
23.44%
Volatility – 3 Years
19.64%
21.14%
Beta – 1 Year
0.73
1.18
Beta – 3 Years
0.82
1.05
Sharpe Ratio – 1 Year
-0.32
0.68
Sharpe Ratio – 3 Years
0.17
0.39
Worst Rolling Year
7.10%
9.17%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−28.77%
−24.97%
Recovery Period
Not yet recovered
470 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
22.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 93%
Number of Stocks
—
28
Portfolio P/E
—
21.42
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%