Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
NARNOLIA FUSION OPPORTUNITY STRATEGY
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%
2.32%
6 Months
2.63%
15.18%
1 Year
−0.59%
5.18%
3 Years
7.10%
8.86%
5 Years
6.17%
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Since Inception
16.60%
14.74%
Fund Age
7 yrs 4 mo
3 yrs 11 mo
AUM
₹226.32 Cr
₹36.85 Cr
Alpha – 1 Year
−0.16%
5.53%
Alpha – 3 Years
−1.47%
−0.14%
Information Ratio – 3 Years
-0.04
0.00
Volatility – 1 Year
15.34%
17.33%
Volatility – 3 Years
19.64%
18.22%
Beta – 1 Year
0.73
0.72
Beta – 3 Years
0.82
0.66
Sharpe Ratio – 1 Year
-0.32
0.08
Sharpe Ratio – 3 Years
0.17
0.27
Worst Rolling Year
7.10%
8.86%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−28.77%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
16.26%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%