Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Valcreate Growing India
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Valcreate Growing India
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%
3.18%
6 Months
2.63%
5.18%
1 Year
−0.59%
3.95%
3 Years
7.10%
9.49%
5 Years
6.17%
—
Since Inception
16.60%
13.85%
Fund Age
7 yrs 4 mo
3 yrs 6 mo
AUM
₹226.32 Cr
₹16.52 Cr
Alpha – 1 Year
−0.16%
−0.77%
Alpha – 3 Years
−1.47%
−2.60%
Information Ratio – 3 Years
-0.04
0.20
Volatility – 1 Year
15.34%
25.52%
Volatility – 3 Years
19.64%
21.32%
Beta – 1 Year
0.73
1.24
Beta – 3 Years
0.82
1.16
Sharpe Ratio – 1 Year
-0.32
0.06
Sharpe Ratio – 3 Years
0.17
0.41
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%