Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
MASK Prime Picks
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%
1.74%
6 Months
2.63%
3.03%
1 Year
−0.59%
3.99%
3 Years
7.10%
8.85%
5 Years
6.17%
8.35%
Since Inception
16.60%
10.50%
Fund Age
7 yrs 4 mo
8 yrs 2 mo
AUM
₹226.32 Cr
₹274.26 Cr
Alpha – 1 Year
−0.16%
−0.73%
Alpha – 3 Years
−1.47%
−3.23%
Information Ratio – 3 Years
-0.04
-0.72
Volatility – 1 Year
15.34%
15.72%
Volatility – 3 Years
19.64%
15.15%
Beta – 1 Year
0.73
0.89
Beta – 3 Years
0.82
0.94
Sharpe Ratio – 1 Year
-0.32
-0.08
Sharpe Ratio – 3 Years
0.17
0.27
Worst Rolling Year
7.10%
7.13%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−28.77%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 48% · M 27% · S 18%
Number of Stocks
—
40
Portfolio P/E
—
30.14
Top 5 Holdings
—
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
—
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%