Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Green Portfolio - Special
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.10%
2.75%
6 Months
2.63%
26.95%
1 Year
−0.59%
13.12%
3 Years
7.10%
17.80%
5 Years
6.17%
15.04%
Since Inception
16.60%
22.70%
Fund Age
7 yrs 4 mo
8 yrs
AUM
₹226.32 Cr
₹357.26 Cr
Alpha – 1 Year
−0.16%
10.14%
Alpha – 3 Years
−1.47%
5.90%
Information Ratio – 3 Years
-0.04
0.31
Volatility – 1 Year
15.34%
32.38%
Volatility – 3 Years
19.64%
25.45%
Beta – 1 Year
0.73
1.68
Beta – 3 Years
0.82
1.37
Sharpe Ratio – 1 Year
-0.32
0.36
Sharpe Ratio – 3 Years
0.17
0.56
Worst Rolling Year
7.10%
11.19%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−28.77%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
Top 5 Holdings
—
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%