Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Geojit - Ethical 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%
1.73%
6 Months
2.63%
9.02%
1 Year
−0.59%
1.62%
3 Years
7.10%
4.68%
5 Years
6.17%
—
Since Inception
16.60%
5.77%
Fund Age
7 yrs 4 mo
4 yrs 7 mo
AUM
₹226.32 Cr
₹13.09 Cr
Alpha – 1 Year
−0.16%
−3.10%
Alpha – 3 Years
−1.47%
−7.41%
Information Ratio – 3 Years
-0.04
-1.02
Volatility – 1 Year
15.34%
18.69%
Volatility – 3 Years
19.64%
17.05%
Beta – 1 Year
0.73
0.99
Beta – 3 Years
0.82
1.00
Sharpe Ratio – 1 Year
-0.32
-0.11
Sharpe Ratio – 3 Years
0.17
0.01
Worst Rolling Year
7.10%
2.83%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−28.77%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
7.57%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 33% · M 17% · S 45%
Number of Stocks
—
30
Portfolio P/E
—
—
Top 5 Holdings
—
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
—
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—