Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Unifi BCAD
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%
2.20%
6 Months
2.63%
6.88%
1 Year
−0.59%
5.29%
3 Years
7.10%
8.34%
5 Years
6.17%
9.52%
Since Inception
16.60%
13.35%
Fund Age
7 yrs 4 mo
8 yrs 3 mo
AUM
₹226.32 Cr
₹237.35 Cr
Alpha – 1 Year
−0.16%
0.57%
Alpha – 3 Years
−1.47%
−3.75%
Information Ratio – 3 Years
-0.04
-0.44
Volatility – 1 Year
15.34%
19.09%
Volatility – 3 Years
19.64%
16.74%
Beta – 1 Year
0.73
1.07
Beta – 3 Years
0.82
1.01
Sharpe Ratio – 1 Year
-0.32
0.09
Sharpe Ratio – 3 Years
0.17
0.25
Worst Rolling Year
7.10%
7.37%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−28.77%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
19.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
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%
0% / 0% / 0%