Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
HSBC India Next 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%
0.12%
6 Months
2.63%
7.25%
1 Year
−0.59%
6.76%
3 Years
7.10%
11.27%
5 Years
6.17%
11.24%
Since Inception
16.60%
13.42%
Fund Age
7 yrs 4 mo
5 yrs 6 mo
AUM
₹226.32 Cr
₹440.57 Cr
Alpha – 1 Year
−0.16%
2.04%
Alpha – 3 Years
−1.47%
−0.82%
Information Ratio – 3 Years
-0.04
-0.13
Volatility – 1 Year
15.34%
18.95%
Volatility – 3 Years
19.64%
15.52%
Beta – 1 Year
0.73
1.06
Beta – 3 Years
0.82
0.94
Sharpe Ratio – 1 Year
-0.32
0.16
Sharpe Ratio – 3 Years
0.17
0.43
Worst Rolling Year
7.10%
10.24%
Value at Worst Rolling Year
₹1.07 Cr
₹1.10 Cr
Deepest Drawdown
−28.77%
−18.28%
Recovery Period
Not yet recovered
489 days
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
—
L 43% · M 35% · S 19%
Number of Stocks
—
28
Portfolio P/E
—
42.47
Top 5 Holdings
—
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
—
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%