Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Karvy Capital - Excel
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
0.53%
6 Months
2.63%
5.22%
1 Year
−0.59%
8.94%
3 Years
7.10%
10.33%
5 Years
6.17%
10.77%
Since Inception
16.60%
10.49%
Fund Age
7 yrs 4 mo
9 yrs 9 mo
AUM
₹226.32 Cr
₹67.62 Cr
Alpha – 1 Year
−0.16%
−0.44%
Alpha – 3 Years
−1.47%
0.76%
Information Ratio – 3 Years
-0.04
0.44
Volatility – 1 Year
15.34%
2.31%
Volatility – 3 Years
19.64%
1.38%
Beta – 1 Year
0.73
0.41
Beta – 3 Years
0.82
0.46
Sharpe Ratio – 1 Year
-0.32
1.46
Sharpe Ratio – 3 Years
0.17
3.36
Worst Rolling Year
7.10%
9.87%
Value at Worst Rolling Year
₹1.07 Cr
₹1.10 Cr
Deepest Drawdown
−28.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
17
Portfolio P/E
—
—
Top 5 Holdings
—
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
—
Others · 99.75%
Government · 0.23%
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%