Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
3.04%
6 Months
2.63%
5.19%
1 Year
−0.59%
−0.45%
3 Years
7.10%
11.72%
5 Years
6.17%
—
Since Inception
16.60%
12.62%
Fund Age
7 yrs 4 mo
3 yrs 8 mo
AUM
₹226.32 Cr
₹42.96 Cr
Alpha – 1 Year
−0.16%
−3.43%
Alpha – 3 Years
−1.47%
−0.17%
Information Ratio – 3 Years
-0.04
-0.16
Volatility – 1 Year
15.34%
16.93%
Volatility – 3 Years
19.64%
15.20%
Beta – 1 Year
0.73
0.92
Beta – 3 Years
0.82
0.91
Sharpe Ratio – 1 Year
-0.32
-0.27
Sharpe Ratio – 3 Years
0.17
0.45
Worst Rolling Year
7.10%
11.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−28.77%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 39% · M 39% · S 22%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%