Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Nippon - Emerging India - EIP
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%
2.63%
6 Months
2.63%
13.11%
1 Year
−0.59%
15.44%
3 Years
7.10%
15.82%
5 Years
6.17%
15.29%
Since Inception
16.60%
15.37%
Fund Age
7 yrs 4 mo
9 yrs 4 mo
AUM
₹226.32 Cr
₹32.48 Cr
Alpha – 1 Year
−0.16%
10.72%
Alpha – 3 Years
−1.47%
3.73%
Information Ratio – 3 Years
-0.04
0.69
Volatility – 1 Year
15.34%
17.99%
Volatility – 3 Years
19.64%
17.45%
Beta – 1 Year
0.73
0.99
Beta – 3 Years
0.82
1.02
Sharpe Ratio – 1 Year
-0.32
0.59
Sharpe Ratio – 3 Years
0.17
0.71
Worst Rolling Year
7.10%
-6.27%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−28.77%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
24.04%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 8% · M 22% · S 44%
Number of Stocks
—
30
Portfolio P/E
—
30.67
Top 5 Holdings
—
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%