Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
KEDIA - Multi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
2.23%
6 Months
2.63%
7.97%
1 Year
−0.59%
6.21%
3 Years
7.10%
12.78%
5 Years
6.17%
14.19%
Since Inception
16.60%
16.41%
Fund Age
7 yrs 4 mo
7 yrs 3 mo
AUM
₹226.32 Cr
₹115.97 Cr
Alpha – 1 Year
−0.16%
1.49%
Alpha – 3 Years
−1.47%
0.69%
Information Ratio – 3 Years
-0.04
0.20
Volatility – 1 Year
15.34%
15.75%
Volatility – 3 Years
19.64%
15.69%
Beta – 1 Year
0.73
0.82
Beta – 3 Years
0.82
0.88
Sharpe Ratio – 1 Year
-0.32
0.12
Sharpe Ratio – 3 Years
0.17
0.51
Worst Rolling Year
7.10%
11.84%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−28.77%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
35
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%