PMS · Equity · Multi Cap
Capitalmind - Adaptive Momentum
Fund size₹226 Cr
Alpha (3Y)0.24%
3Y return7.10%
Fund age7 yrs 4 mo
Fund Manager
Growth of₹Cr
Capitalmind Adaptive Momentum
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Capitalmind Adaptive Momentum | −1.72% | −0.59% | −9.94% | 7.10% | 6.17% | 16.60% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | 10.41% | 12.70% |
| Excess over benchmark | 4.21% | −0.16% | −10.00% | −1.47% | −4.24% | 3.90% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
19.64%
Benchmark approx 13.34%
A standard deviation reflecting historical swings.
Sensitivity
0.82
Beta vs benchmark 1.00 · 18% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.17
Sharpe
Excess return gained per unit of volatility.
Capture ratio
89 / 84
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −28.77% from its 29 Sep 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−28.77%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 31 Mar 2026 | −28.77% | 548 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough31 Mar 2026
Depth−28.77%
Fell over548 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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