Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Vallum Multi Activa Strategy
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%
1.82%
6 Months
2.63%
3.61%
1 Year
−0.59%
28.29%
3 Years
7.10%
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5 Years
6.17%
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Since Inception
16.60%
23.99%
Fund Age
7 yrs 4 mo
19 mo
AUM
₹226.32 Cr
₹14.97 Cr
Alpha – 1 Year
−0.16%
20.75%
Alpha – 3 Years
−1.47%
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Information Ratio – 3 Years
-0.04
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Volatility – 1 Year
15.34%
13.84%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
0.77
Beta – 3 Years
0.82
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Sharpe Ratio – 1 Year
-0.32
1.50
Sharpe Ratio – 3 Years
0.17
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Worst Rolling Year
7.10%
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Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−7.02%
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%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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