Strategy performance
Adaptive Momentum
Capitalmind Financial Services Private Limited · AUM ₹235 Cr · as of Sep 2026
Our read
₹100 grew to ₹125.9 since inception (+8.0% CAGR), behind its filed benchmark on the same window, with a max drawdown of −28.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+8.0%
−0.5% vs benchmark
Since inception
+8.0%
Max drawdown
−28.8%
Volatility
+19.9%
Peer position
Loading peer ranks…
Performance
Adaptive Momentum₹125.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.2% | +1.5% | −9.5% | +7.9% | +5.3% | +1.4% | −3.1% | +6.5% | −0.2% | +4.5% | |||
| 2025 | −13.9% | −4.4% | +2.7% | −1.8% | +2.3% | +5.2% | −6.3% | −0.7% | −0.9% | +1.0% | +0.8% | +0.9% | −15.4% |
| 2024 | +13.2% | −3.6% | −0.1% | +3.8% | +1.6% | +5.5% | −0.8% | +2.0% | −0.8% | −6.8% | −1.8% | +5.3% | +17.4% |
| 2023 | −2.5% | +15.6% | +7.7% | +21.4% |
Metrics
Tearsheet- 1M return
- −0.2%
- 3M return
- +3.0%
- 6M return
- +18.7%
- 1Y return
- +7.3%
- 2Y CAGR
- −7.7%
- 3Y CAGR
- +8.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +8.0%
- Total return
- +25.9%
- Average month
- +0.8%
- Median month
- +0.8%
- Average up month
- +4.7%
- Best month
- +15.6%
- Best rolling 12M
- +47.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Adaptive Momentum performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Adaptive Momentum performed?
- Adaptive Momentum (Capitalmind Financial Services Private Limited) shows CAGR 7.99% and max drawdown -28.79% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Adaptive Momentum CAGR / max drawdown?
- CAGR is 7.99%; max drawdown is -28.79%. We only publish CAGR when there are enough months (≥12 on this track of 36 months). Learn more
- Where do Adaptive Momentum returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Adaptive Momentum?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more