Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
IFM Flexicap Growth Fund
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%
1.96%
6 Months
2.63%
11.95%
1 Year
−0.59%
7.86%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
0.34%
Fund Age
7 yrs 4 mo
13 mo
AUM
₹226.32 Cr
₹18.23 Cr
Alpha – 1 Year
−0.16%
3.14%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
25.09%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.36
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.20
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 48% · M 3% · S 35%
Number of Stocks
—
13
Portfolio P/E
—
14.34
Top 5 Holdings
—
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
—
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—