Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
IFM Largecap 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%
−0.16%
6 Months
2.63%
−3.46%
1 Year
−0.59%
−0.34%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
−3.49%
Fund Age
7 yrs 4 mo
14 mo
AUM
₹226.32 Cr
₹116.7 Cr
Alpha – 1 Year
−0.16%
0.01%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
17.33%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.08
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
-0.24
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
Top 5 Holdings
—
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
1.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—