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CapitalMind Adaptive Momentum

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.

IME Strategy Rating

Momentum-based Approach: It adjusts price returns for volatility, ranks them in descending order every month and picks the top stocks showing the strongest momentum.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on CapitalMind Adaptive Momentum

Type: Large Cap | Flexible | AUM (902.8 cr) | Inc Date (05 Mar 2019)

Asit C Mehta ACE 50- Investment Strategy

50 most undervalued, high-quality stocks

Asit C Mehta ACE 50 is a structured value investing ultra large-cap strategy of 50 most undervalued, high-quality stocks.

Trailing Performance

1yr 3yr 5yr Since Inception
CapitalMind Adaptive Momentum 66.8 22.8 28.9 28.2
S&P BSE 500 TRI 34.7 18 18 16.1
Alpha over Broad Mkt BM 32.1 4.8 10.9 12.1
Nifty 500 33.8 16.9 16.6
Alpha over Category BM 33 5.9 12.3

Performance as of: 31-May-24 | Inception Date: 05-Mar-19

Fund Managers

AMC

AMC: CapitalMind PMS (click link for detailed AMC review)

Not a recommended AMC: Wizemarket/CapitalMinds PMS is yet to build long-term credentials in fund management. With a lack of a clearly defined investment process and a number of disparate portfolio strategies, we do not recommend investments in Wizemarket PMS at this time.

CapitalMind PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.