Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Prudent Equity Growth 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%
−2.67%
6 Months
2.63%
4.01%
1 Year
−0.59%
3.88%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
−1.21%
Fund Age
7 yrs 4 mo
2 yrs 1 mo
AUM
₹226.32 Cr
₹29.71 Cr
Alpha – 1 Year
−0.16%
−0.84%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
22.02%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.16
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.03
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−15.04%
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
—
M 9% · S 73%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%