Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Prabhudas Lilladher - Elevate
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Prabhudas Lilladher - Elevate
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%
18.21%
6 Months
2.63%
19.98%
1 Year
−0.59%
30.53%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
18.35%
Fund Age
7 yrs 4 mo
2 yrs 8 mo
AUM
₹226.32 Cr
—
Alpha – 1 Year
−0.16%
26.89%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
21.52%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
0.71
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
1.10
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−15.37%
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%
—
Market-Cap Mix
—
L 6% · M 16% · S 54%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hindustan Copper Ltd · 7.55%
Jayaswal Neco Industries Ltd · 6.33%
KIOCL Ltd · 5.78%
Borosil Renewables Ltd · 5.18%
Ram Ratna Wires Ltd · 5.13%
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%
3% / 2% / 1%