Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-NRI Surge India vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-NRI Surge India
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.59%
3.04%
6 Months
3.30%
5.19%
1 Year
−5.55%
−0.45%
3 Years
—
11.72%
5 Years
—
—
Since Inception
1.69%
12.62%
Fund Age
15 mo
3 yrs 8 mo
AUM
₹19.47 Cr
₹42.96 Cr
Alpha – 1 Year
−5.12%
−3.43%
Alpha – 3 Years
—
−0.17%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
14.61%
16.93%
Volatility – 3 Years
—
15.20%
Beta – 1 Year
0.78
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-0.70
-0.27
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
11.64%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.59%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 39% · M 39% · S 22%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%