Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
2.63%
32.15%
1 Year
−0.59%
16.77%
3 Years
7.10%
19.00%
5 Years
6.17%
20.10%
Since Inception
16.60%
27.01%
Fund Age
7 yrs 4 mo
6 yrs 10 mo
AUM
₹226.32 Cr
₹247.64 Cr
Alpha – 1 Year
−0.16%
13.79%
Alpha – 3 Years
−1.47%
7.10%
Information Ratio – 3 Years
-0.04
0.30
Volatility – 1 Year
15.34%
39.13%
Volatility – 3 Years
19.64%
29.47%
Beta – 1 Year
0.73
1.87
Beta – 3 Years
0.82
1.36
Sharpe Ratio – 1 Year
-0.32
0.42
Sharpe Ratio – 3 Years
0.17
0.55
Worst Rolling Year
7.10%
15.03%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−28.77%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 80%
Number of Stocks
—
42
Portfolio P/E
—
42.30
Top 5 Holdings
—
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%