Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Magadh - Value for Growth
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%
1.29%
6 Months
2.63%
−4.12%
1 Year
−0.59%
1.97%
3 Years
7.10%
12.30%
5 Years
6.17%
12.28%
Since Inception
16.60%
12.08%
Fund Age
7 yrs 4 mo
5 yrs
AUM
₹226.32 Cr
₹27.16 Cr
Alpha – 1 Year
−0.16%
−2.75%
Alpha – 3 Years
−1.47%
0.21%
Information Ratio – 3 Years
-0.04
0.08
Volatility – 1 Year
15.34%
18.26%
Volatility – 3 Years
19.64%
15.26%
Beta – 1 Year
0.73
1.01
Beta – 3 Years
0.82
0.92
Sharpe Ratio – 1 Year
-0.32
-0.09
Sharpe Ratio – 3 Years
0.17
0.53
Worst Rolling Year
7.10%
12.19%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−28.77%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 41% · M 28% · S 30%
Number of Stocks
—
27
Portfolio P/E
—
24.88
Top 5 Holdings
—
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
—
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%