Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
2.63%
20.32%
1 Year
−0.59%
29.93%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
15.24%
Fund Age
7 yrs 4 mo
1 yr 9 mo
AUM
₹226.32 Cr
₹3.17 Cr
Alpha – 1 Year
−0.16%
25.21%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
24.54%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.19
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.97
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−12.48%
Recovery Period
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –