Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Systamatix - Dynamic Investment
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%
7.60%
6 Months
2.63%
26.61%
1 Year
−0.59%
33.69%
3 Years
7.10%
25.74%
5 Years
6.17%
21.83%
Since Inception
16.60%
—
Fund Age
7 yrs 4 mo
8 yrs 4 mo
AUM
₹226.32 Cr
₹158.52 Cr
Alpha – 1 Year
−0.16%
29.93%
Alpha – 3 Years
−1.47%
14.85%
Information Ratio – 3 Years
-0.04
1.52
Volatility – 1 Year
15.34%
19.82%
Volatility – 3 Years
19.64%
19.44%
Beta – 1 Year
0.73
1.03
Beta – 3 Years
0.82
1.06
Sharpe Ratio – 1 Year
-0.32
1.29
Sharpe Ratio – 3 Years
0.17
1.16
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 31% · M 28% · S 38%
Number of Stocks
—
20
Portfolio P/E
—
—
Top 5 Holdings
—
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%