Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-NRI Surge India vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-NRI Surge India
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
−1.59%
2.65%
6 Months
3.30%
21.60%
1 Year
−5.55%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
1.69%
9.69%
Fund Age
15 mo
9 yrs 2 mo
AUM
₹19.47 Cr
₹10.09 Cr
Alpha – 1 Year
−5.12%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.61%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
0.78
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.70
16.58
Sharpe Ratio – 3 Years
—
16.58
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 33% · M 13% · S 49%
Number of Stocks
—
22
Portfolio P/E
—
38.25
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%