Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
5.72%
6 Months
2.63%
23.48%
1 Year
−0.59%
38.68%
3 Years
7.10%
26.01%
5 Years
6.17%
16.58%
Since Inception
16.60%
18.98%
Fund Age
7 yrs 4 mo
16 yrs 6 mo
AUM
₹226.32 Cr
₹1,885.18 Cr
Alpha – 1 Year
−0.16%
33.96%
Alpha – 3 Years
−1.47%
13.92%
Information Ratio – 3 Years
-0.04
1.27
Volatility – 1 Year
15.34%
28.06%
Volatility – 3 Years
19.64%
20.41%
Beta – 1 Year
0.73
1.39
Beta – 3 Years
0.82
1.06
Sharpe Ratio – 1 Year
-0.32
1.12
Sharpe Ratio – 3 Years
0.17
1.06
Worst Rolling Year
7.10%
-4.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−28.77%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
24.04%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
Top 5 Holdings
—
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%