Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Capitalmind - Surge India
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
−2.53%
6 Months
5.44%
2.18%
1 Year
8.55%
−4.96%
3 Years
—
15.69%
5 Years
—
15.58%
Since Inception
13.60%
10.95%
Fund Age
2 yrs 9 mo
8 yrs 8 mo
AUM
₹1.41 Cr
₹649.19 Cr
Alpha – 1 Year
3.83%
−4.53%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
17.87%
15.34%
Volatility – 3 Years
—
18.43%
Beta – 1 Year
1.03
0.74
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.27
-0.61
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.10%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.69%
−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
14
—
Portfolio P/E
—
—
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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Top Sectors
—
—
Fixed Fee
1.10% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%