Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Profusion Multi Strategy PMS
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%
0.32%
6 Months
2.63%
4.47%
1 Year
−0.59%
−9.70%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
13.40%
Fund Age
7 yrs 4 mo
2 yrs 8 mo
AUM
₹226.32 Cr
₹11.72 Cr
Alpha – 1 Year
−0.16%
−4.20%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
9.16%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
0.51
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
-1.67
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−14.15%
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 17% · M 21% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%