Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Capitalmind - Surge India
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
−2.53%
6 Months
12.26%
2.18%
1 Year
7.30%
−4.96%
3 Years
—
15.69%
5 Years
—
15.58%
Since Inception
−4.78%
10.95%
Fund Age
1 yr 10 mo
8 yrs 8 mo
AUM
₹1.85 Cr
₹649.19 Cr
Alpha – 1 Year
2.58%
−4.53%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
34.80%
15.34%
Volatility – 3 Years
—
18.43%
Beta – 1 Year
1.70
0.74
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.20
-0.61
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.10%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−23.66%
−22.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
91.42%
Median Rolling Year
—
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%