Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Ksema - Alpha
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%
1.08%
6 Months
2.63%
1.74%
1 Year
−0.59%
10.49%
3 Years
7.10%
12.80%
5 Years
6.17%
12.91%
Since Inception
16.60%
15.37%
Fund Age
7 yrs 4 mo
7 yrs 7 mo
AUM
₹226.32 Cr
₹15.96 Cr
Alpha – 1 Year
−0.16%
10.84%
Alpha – 3 Years
−1.47%
3.80%
Information Ratio – 3 Years
-0.04
0.47
Volatility – 1 Year
15.34%
19.22%
Volatility – 3 Years
19.64%
17.53%
Beta – 1 Year
0.73
1.18
Beta – 3 Years
0.82
1.15
Sharpe Ratio – 1 Year
-0.32
0.34
Sharpe Ratio – 3 Years
0.17
0.48
Worst Rolling Year
7.10%
12.46%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−28.77%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 64% · M 15% · S 21%
Number of Stocks
—
38
Portfolio P/E
—
24.65
Top 5 Holdings
—
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%