Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
2.63%
8.02%
1 Year
−0.59%
5.50%
3 Years
7.10%
7.60%
5 Years
6.17%
9.19%
Since Inception
16.60%
14.35%
Fund Age
7 yrs 4 mo
5 yrs 9 mo
AUM
₹226.32 Cr
₹11.85 Cr
Alpha – 1 Year
−0.16%
0.78%
Alpha – 3 Years
−1.47%
−4.49%
Information Ratio – 3 Years
-0.04
-0.44
Volatility – 1 Year
15.34%
20.18%
Volatility – 3 Years
19.64%
17.74%
Beta – 1 Year
0.73
1.11
Beta – 3 Years
0.82
1.06
Sharpe Ratio – 1 Year
-0.32
0.10
Sharpe Ratio – 3 Years
0.17
0.27
Worst Rolling Year
7.10%
7.60%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−28.77%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%