Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Karma Capital Magnolia
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%
0.10%
6 Months
2.63%
8.00%
1 Year
−0.59%
6.50%
3 Years
7.10%
11.40%
5 Years
6.17%
—
Since Inception
16.60%
13.00%
Fund Age
7 yrs 4 mo
3 yrs 6 mo
AUM
₹226.32 Cr
₹9.42 Cr
Alpha – 1 Year
−0.16%
1.80%
Alpha – 3 Years
−1.47%
−0.70%
Information Ratio – 3 Years
-0.04
-0.20
Volatility – 1 Year
15.34%
21.60%
Volatility – 3 Years
19.64%
16.09%
Beta – 1 Year
0.73
1.19
Beta – 3 Years
0.82
0.99
Sharpe Ratio – 1 Year
-0.32
0.17
Sharpe Ratio – 3 Years
0.17
0.37
Worst Rolling Year
7.10%
8.82%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−28.77%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
13.10%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 51% · M 15% · S 33%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.1% / – / 0%