Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
2.63%
22.17%
1 Year
−0.59%
13.49%
3 Years
7.10%
12.21%
5 Years
6.17%
11.23%
Since Inception
16.60%
22.14%
Fund Age
7 yrs 4 mo
7 yrs 4 mo
AUM
₹226.32 Cr
₹1,280.4 Cr
Alpha – 1 Year
−0.16%
8.77%
Alpha – 3 Years
−1.47%
0.12%
Information Ratio – 3 Years
-0.04
0.01
Volatility – 1 Year
15.34%
24.60%
Volatility – 3 Years
19.64%
22.41%
Beta – 1 Year
0.73
1.20
Beta – 3 Years
0.82
1.15
Sharpe Ratio – 1 Year
-0.32
0.41
Sharpe Ratio – 3 Years
0.17
0.39
Worst Rolling Year
7.10%
4.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−28.77%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
Top 5 Holdings
—
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%