Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
2.63%
12.07%
1 Year
−0.59%
11.66%
3 Years
7.10%
13.52%
5 Years
6.17%
—
Since Inception
16.60%
14.98%
Fund Age
7 yrs 4 mo
3 yrs 6 mo
AUM
₹226.32 Cr
₹447.27 Cr
Alpha – 1 Year
−0.16%
6.94%
Alpha – 3 Years
−1.47%
1.43%
Information Ratio – 3 Years
-0.04
0.13
Volatility – 1 Year
15.34%
21.15%
Volatility – 3 Years
19.64%
18.85%
Beta – 1 Year
0.73
1.14
Beta – 3 Years
0.82
1.10
Sharpe Ratio – 1 Year
-0.32
0.37
Sharpe Ratio – 3 Years
0.17
0.48
Worst Rolling Year
7.10%
10.55%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−28.77%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
—
—
Portfolio P/E
—
33.83
Top 5 Holdings
—
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%