Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORINCOME PMS vs CAPITAL MIND-NRI Surge India
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORINCOME PMS
CAPITAL MIND-NRI Surge India
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 6.8%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.10%
−1.59%
6 Months
−0.94%
3.30%
1 Year
9.87%
−5.55%
3 Years
—
—
5 Years
—
—
Since Inception
5.98%
1.69%
Fund Age
1 yr 10 mo
15 mo
AUM
₹18.36 Cr
₹19.47 Cr
Alpha – 1 Year
3.02%
−5.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
6.77%
14.61%
Volatility – 3 Years
—
—
Beta – 1 Year
0.61
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.65
-0.70
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−90.18%
−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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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