Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
NMR GROWTH 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%
5.30%
6 Months
2.63%
39.16%
1 Year
−0.59%
20.20%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
17.87%
Fund Age
7 yrs 4 mo
19 mo
AUM
₹226.32 Cr
₹82.38 Cr
Alpha – 1 Year
−0.16%
15.48%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
34.86%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.65
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.53
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.04%
—
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
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Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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