Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
4.41%
6 Months
2.63%
0.07%
1 Year
−0.59%
4.08%
3 Years
7.10%
6.47%
5 Years
6.17%
—
Since Inception
16.60%
11.08%
Fund Age
7 yrs 4 mo
6 yrs 6 mo
AUM
₹226.32 Cr
₹1.91 Cr
Alpha – 1 Year
−0.16%
4.51%
Alpha – 3 Years
−1.47%
−2.09%
Information Ratio – 3 Years
-0.04
-0.44
Volatility – 1 Year
15.34%
16.64%
Volatility – 3 Years
19.64%
14.35%
Beta – 1 Year
0.73
0.98
Beta – 3 Years
0.82
1.00
Sharpe Ratio – 1 Year
-0.32
-0.01
Sharpe Ratio – 3 Years
0.17
0.13
Worst Rolling Year
7.10%
5.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
−28.77%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
Top 5 Holdings
—
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –