Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
2.63%
19.55%
1 Year
−0.59%
11.69%
3 Years
7.10%
15.46%
5 Years
6.17%
—
Since Inception
16.60%
23.05%
Fund Age
7 yrs 4 mo
3 yrs 4 mo
AUM
₹226.32 Cr
₹95.08 Cr
Alpha – 1 Year
−0.16%
8.71%
Alpha – 3 Years
−1.47%
3.58%
Information Ratio – 3 Years
-0.04
0.52
Volatility – 1 Year
15.34%
27.25%
Volatility – 3 Years
19.64%
23.29%
Beta – 1 Year
0.73
1.44
Beta – 3 Years
0.82
1.22
Sharpe Ratio – 1 Year
-0.32
0.33
Sharpe Ratio – 3 Years
0.17
0.66
Worst Rolling Year
7.10%
15.47%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−28.77%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
17.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%