Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
TCG Transformative Growth 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%
2.52%
6 Months
2.63%
12.02%
1 Year
−0.59%
4.98%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
2.03%
Fund Age
7 yrs 4 mo
1 yr 10 mo
AUM
₹226.32 Cr
₹167.29 Cr
Alpha – 1 Year
−0.16%
0.26%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
26.96%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.44
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.10
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−22.46%
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
—
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
Top 5 Holdings
—
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%