Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs CAPITAL MIND-NRI Surge India
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
CAPITAL MIND-NRI Surge India
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
−1.59%
6 Months
−5.38%
3.30%
1 Year
−6.70%
−5.55%
3 Years
7.98%
—
5 Years
—
—
Since Inception
7.98%
1.69%
Fund Age
2 yrs 11 mo
15 mo
AUM
₹7.31 Cr
₹19.47 Cr
Alpha – 1 Year
−6.35%
−5.12%
Alpha – 3 Years
−1.02%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.44%
14.61%
Volatility – 3 Years
15.65%
—
Beta – 1 Year
1.08
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.61
-0.70
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.15%
−15.59%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
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Number of Stocks
66
—
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
—
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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