Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
0.36%
6 Months
2.63%
5.01%
1 Year
−0.59%
−5.33%
3 Years
7.10%
1.25%
5 Years
6.17%
−1.56%
Since Inception
16.60%
10.94%
Fund Age
7 yrs 4 mo
6 yrs 11 mo
AUM
₹226.32 Cr
₹122.91 Cr
Alpha – 1 Year
−0.16%
−8.31%
Alpha – 3 Years
−1.47%
−10.64%
Information Ratio – 3 Years
-0.04
-0.98
Volatility – 1 Year
15.34%
16.35%
Volatility – 3 Years
19.64%
16.88%
Beta – 1 Year
0.73
0.87
Beta – 3 Years
0.82
0.86
Sharpe Ratio – 1 Year
-0.32
-0.59
Sharpe Ratio – 3 Years
0.17
-0.17
Worst Rolling Year
7.10%
-5.79%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−28.77%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
24.04%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%