Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-NRI Surge India vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
CAPITAL MIND-NRI Surge India
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-NRI Surge India
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.4%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−1.59%
0.32%
6 Months
3.30%
1.29%
1 Year
−5.55%
4.91%
3 Years
—
—
5 Years
—
—
Since Inception
1.69%
6.59%
Fund Age
15 mo
3 yrs 4 mo
AUM
₹19.47 Cr
₹1.17 Cr
Alpha – 1 Year
−5.12%
5.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.61%
7.14%
Volatility – 3 Years
—
—
Beta – 1 Year
0.78
0.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.70
-0.03
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—