Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Polaris Human Plus Machine Converged Equity 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%
9.44%
6 Months
2.63%
2.42%
1 Year
−0.59%
1.29%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
23.68%
Fund Age
7 yrs 4 mo
4 mo
AUM
₹226.32 Cr
₹2.91 Cr
Alpha – 1 Year
−0.16%
0.33%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
—
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
—
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
—
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
—
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
1.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%