Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Pace - Secure
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
−0.11%
6 Months
2.63%
2.89%
1 Year
−0.59%
7.86%
3 Years
7.10%
10.62%
5 Years
6.17%
10.19%
Since Inception
16.60%
9.46%
Fund Age
7 yrs 4 mo
5 yrs 7 mo
AUM
₹226.32 Cr
₹158.06 Cr
Alpha – 1 Year
−0.16%
−1.70%
Alpha – 3 Years
−1.47%
0.86%
Information Ratio – 3 Years
-0.04
0.37
Volatility – 1 Year
15.34%
1.80%
Volatility – 3 Years
19.64%
3.43%
Beta – 1 Year
0.73
0.81
Beta – 3 Years
0.82
0.63
Sharpe Ratio – 1 Year
-0.32
1.30
Sharpe Ratio – 3 Years
0.17
1.53
Worst Rolling Year
7.10%
8.14%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−28.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%