Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
ORO - All Weather Portfolio
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%
−0.19%
6 Months
2.63%
−0.42%
1 Year
−0.59%
−4.58%
3 Years
7.10%
16.32%
5 Years
6.17%
13.17%
Since Inception
16.60%
13.94%
Fund Age
7 yrs 4 mo
6 yrs 6 mo
AUM
₹226.32 Cr
₹13.16 Cr
Alpha – 1 Year
−0.16%
−7.56%
Alpha – 3 Years
−1.47%
4.42%
Information Ratio – 3 Years
-0.04
0.49
Volatility – 1 Year
15.34%
16.90%
Volatility – 3 Years
19.64%
17.54%
Beta – 1 Year
0.73
0.86
Beta – 3 Years
0.82
0.99
Sharpe Ratio – 1 Year
-0.32
-0.52
Sharpe Ratio – 3 Years
0.17
0.69
Worst Rolling Year
7.10%
3.91%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−28.77%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
Top 5 Holdings
—
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%