Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
2.63%
9.86%
1 Year
−0.59%
0.86%
3 Years
7.10%
8.29%
5 Years
6.17%
15.11%
Since Inception
16.60%
11.40%
Fund Age
7 yrs 4 mo
8 yrs 7 mo
AUM
₹226.32 Cr
₹119.22 Cr
Alpha – 1 Year
−0.16%
1.21%
Alpha – 3 Years
−1.47%
−0.71%
Information Ratio – 3 Years
-0.04
-0.05
Volatility – 1 Year
15.34%
21.27%
Volatility – 3 Years
19.64%
19.22%
Beta – 1 Year
0.73
1.20
Beta – 3 Years
0.82
1.19
Sharpe Ratio – 1 Year
-0.32
-0.10
Sharpe Ratio – 3 Years
0.17
0.25
Worst Rolling Year
7.10%
0.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−28.77%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
24.04%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
—
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%