Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
7.03%
6 Months
2.63%
31.10%
1 Year
−0.59%
52.47%
3 Years
7.10%
17.74%
5 Years
6.17%
16.38%
Since Inception
16.60%
15.58%
Fund Age
7 yrs 4 mo
16 yrs 9 mo
AUM
₹226.32 Cr
₹132.42 Cr
Alpha – 1 Year
−0.16%
47.75%
Alpha – 3 Years
−1.47%
5.65%
Information Ratio – 3 Years
-0.04
0.46
Volatility – 1 Year
15.34%
26.74%
Volatility – 3 Years
19.64%
21.32%
Beta – 1 Year
0.73
1.30
Beta – 3 Years
0.82
0.97
Sharpe Ratio – 1 Year
-0.32
1.52
Sharpe Ratio – 3 Years
0.17
0.68
Worst Rolling Year
7.10%
-15.93%
Value at Worst Rolling Year
₹1.07 Cr
₹0.84 Cr
Deepest Drawdown
−28.77%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
24.04%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
Top 5 Holdings
—
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%