Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
Capitalmind - Surge India
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
−2.53%
6 Months
2.30%
2.18%
1 Year
14.70%
−4.96%
3 Years
—
15.69%
5 Years
—
15.58%
Since Inception
11.00%
10.95%
Fund Age
16 mo
8 yrs 8 mo
AUM
₹82.94 Cr
₹649.19 Cr
Alpha – 1 Year
7.80%
−4.53%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
17.53%
15.34%
Volatility – 3 Years
—
18.43%
Beta – 1 Year
1.69
0.74
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.57
-0.61
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.10%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−12.55%
−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
15
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%