Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Piper Serica Advisors - Leader 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%
3.10%
6 Months
2.63%
24.70%
1 Year
−0.59%
21.80%
3 Years
7.10%
16.46%
5 Years
6.17%
12.29%
Since Inception
16.60%
17.31%
Fund Age
7 yrs 4 mo
7 yrs 2 mo
AUM
₹226.32 Cr
₹328.39 Cr
Alpha – 1 Year
−0.16%
22.15%
Alpha – 3 Years
−1.47%
7.46%
Information Ratio – 3 Years
-0.04
1.55
Volatility – 1 Year
15.34%
22.56%
Volatility – 3 Years
19.64%
18.01%
Beta – 1 Year
0.73
1.10
Beta – 3 Years
0.82
0.98
Sharpe Ratio – 1 Year
-0.32
0.85
Sharpe Ratio – 3 Years
0.17
1.07
Worst Rolling Year
7.10%
7.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−28.77%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
—
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%