Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-NRI Surge India vs IDPL Wealthy Nivesh Multi-Asset PMS
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-NRI Surge India
IDPL Wealthy Nivesh Multi-Asset PMS
Return for the risk
1 yr return
-10%
-5%
0%
5%
NIFTY 50 Total Return Index · -0.4%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−1.59%
6.88%
6 Months
3.30%
—
1 Year
−5.55%
—
3 Years
—
—
5 Years
—
—
Since Inception
1.69%
−0.16%
Fund Age
15 mo
5 mo
AUM
₹19.47 Cr
₹7.04 Cr
Alpha – 1 Year
−5.12%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.61%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.70
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.59%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 38% · M 29% · S 25%
Number of Stocks
—
7
Portfolio P/E
—
—
Top 5 Holdings
—
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Top Sectors
—
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –