Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Geojit - Dakshin Portfolio
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%
5.71%
6 Months
2.63%
14.23%
1 Year
−0.59%
3.21%
3 Years
7.10%
5.69%
5 Years
6.17%
7.11%
Since Inception
16.60%
10.49%
Fund Age
7 yrs 4 mo
7 yrs 5 mo
AUM
₹226.32 Cr
₹42.11 Cr
Alpha – 1 Year
−0.16%
−1.51%
Alpha – 3 Years
−1.47%
−6.40%
Information Ratio – 3 Years
-0.04
-0.66
Volatility – 1 Year
15.34%
23.23%
Volatility – 3 Years
19.64%
20.09%
Beta – 1 Year
0.73
1.19
Beta – 3 Years
0.82
1.14
Sharpe Ratio – 1 Year
-0.32
0.01
Sharpe Ratio – 3 Years
0.17
0.09
Worst Rolling Year
7.10%
3.79%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−28.77%
−36.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 7% · S 91%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
—
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
—
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—