Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
2.63%
10.94%
1 Year
−0.59%
1.03%
3 Years
7.10%
11.45%
5 Years
6.17%
15.19%
Since Inception
16.60%
27.03%
Fund Age
7 yrs 4 mo
5 yrs 11 mo
AUM
₹226.32 Cr
₹298.71 Cr
Alpha – 1 Year
−0.16%
−3.69%
Alpha – 3 Years
−1.47%
−0.64%
Information Ratio – 3 Years
-0.04
-0.04
Volatility – 1 Year
15.34%
27.68%
Volatility – 3 Years
19.64%
23.40%
Beta – 1 Year
0.73
1.45
Beta – 3 Years
0.82
1.22
Sharpe Ratio – 1 Year
-0.32
-0.03
Sharpe Ratio – 3 Years
0.17
0.35
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
—
Recovery Period
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
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
—
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%