Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
SHREE RAMA MANAGERS - Shree Vriddhi Plan
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%
−3.00%
6 Months
2.63%
11.07%
1 Year
−0.59%
9.25%
3 Years
7.10%
3.01%
5 Years
6.17%
—
Since Inception
16.60%
10.50%
Fund Age
7 yrs 4 mo
4 yrs 2 mo
AUM
₹226.32 Cr
₹74.56 Cr
Alpha – 1 Year
−0.16%
6.27%
Alpha – 3 Years
−1.47%
−8.88%
Information Ratio – 3 Years
-0.04
-0.48
Volatility – 1 Year
15.34%
15.51%
Volatility – 3 Years
19.64%
18.23%
Beta – 1 Year
0.73
0.71
Beta – 3 Years
0.82
0.88
Sharpe Ratio – 1 Year
-0.32
0.29
Sharpe Ratio – 3 Years
0.17
-0.05
Worst Rolling Year
7.10%
3.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−28.77%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
9.99%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%