Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Wallfort-Ameya Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.10%
9.87%
6 Months
2.63%
46.37%
1 Year
−0.59%
29.61%
3 Years
7.10%
24.62%
5 Years
6.17%
—
Since Inception
16.60%
39.89%
Fund Age
7 yrs 4 mo
20 mo
AUM
₹226.32 Cr
₹147.17 Cr
Alpha – 1 Year
−0.16%
24.89%
Alpha – 3 Years
−1.47%
12.53%
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
25.97%
Volatility – 3 Years
19.64%
29.84%
Beta – 1 Year
0.73
1.03
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.92
Sharpe Ratio – 3 Years
0.17
1.29
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−21.24%
Recovery Period
Not yet recovered
58 days
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
—
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%