Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
Xylem Maverick 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%
9.42%
6 Months
2.63%
52.78%
1 Year
−0.59%
27.27%
3 Years
7.10%
—
5 Years
6.17%
—
Since Inception
16.60%
23.72%
Fund Age
7 yrs 4 mo
19 mo
AUM
₹226.32 Cr
₹71.55 Cr
Alpha – 1 Year
−0.16%
22.55%
Alpha – 3 Years
−1.47%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
15.34%
31.93%
Volatility – 3 Years
19.64%
—
Beta – 1 Year
0.73
1.29
Beta – 3 Years
0.82
—
Sharpe Ratio – 1 Year
-0.32
0.74
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
7.10%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−28.77%
−27.01%
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%
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
—
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%