Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Hem Securities - Dynamic Research and Emerging Asset
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
2.22%
6 Months
2.63%
12.93%
1 Year
−0.59%
12.12%
3 Years
7.10%
14.97%
5 Years
6.17%
17.00%
Since Inception
16.60%
21.69%
Fund Age
7 yrs 4 mo
6 yrs 5 mo
AUM
₹226.32 Cr
₹192.25 Cr
Alpha – 1 Year
−0.16%
8.36%
Alpha – 3 Years
−1.47%
4.08%
Information Ratio – 3 Years
-0.04
0.38
Volatility – 1 Year
15.34%
25.64%
Volatility – 3 Years
19.64%
21.98%
Beta – 1 Year
0.73
1.38
Beta – 3 Years
0.82
1.29
Sharpe Ratio – 1 Year
-0.32
0.36
Sharpe Ratio – 3 Years
0.17
0.51
Worst Rolling Year
7.10%
14.19%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−28.77%
−24.93%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
24.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%