Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Master Trust India Growth Strategy
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%
5.45%
6 Months
2.63%
16.85%
1 Year
−0.59%
9.30%
3 Years
7.10%
14.05%
5 Years
6.17%
14.30%
Since Inception
16.60%
24.29%
Fund Age
7 yrs 4 mo
14 yrs 10 mo
AUM
₹226.32 Cr
₹372.24 Cr
Alpha – 1 Year
−0.16%
4.58%
Alpha – 3 Years
−1.47%
1.97%
Information Ratio – 3 Years
-0.04
0.33
Volatility – 1 Year
15.34%
21.18%
Volatility – 3 Years
19.64%
20.18%
Beta – 1 Year
0.73
1.04
Beta – 3 Years
0.82
1.12
Sharpe Ratio – 1 Year
-0.32
0.27
Sharpe Ratio – 3 Years
0.17
0.49
Worst Rolling Year
7.10%
-10.46%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−28.77%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
24.04%
27.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%