Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.10%
0.30%
6 Months
2.63%
26.99%
1 Year
−0.59%
26.29%
3 Years
7.10%
27.01%
5 Years
6.17%
—
Since Inception
16.60%
35.84%
Fund Age
7 yrs 4 mo
4 yrs 3 mo
AUM
₹226.32 Cr
₹521.91 Cr
Alpha – 1 Year
−0.16%
28.33%
Alpha – 3 Years
−1.47%
20.36%
Information Ratio – 3 Years
-0.04
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Volatility – 1 Year
15.34%
31.27%
Volatility – 3 Years
19.64%
25.96%
Beta – 1 Year
0.73
—
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.72
Sharpe Ratio – 3 Years
0.17
0.85
Worst Rolling Year
7.10%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−28.77%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
36.88%
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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49
Portfolio P/E
—
21.17
Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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