Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.64%
6 Months
2.18%
5.29%
1 Year
−4.96%
2.64%
3 Years
15.69%
8.64%
5 Years
15.58%
—
Since Inception
10.95%
12.31%
Fund Age
8 yrs 8 mo
3 yrs 11 mo
AUM
₹649.19 Cr
₹56.94 Cr
Alpha – 1 Year
−4.53%
−2.08%
Alpha – 3 Years
7.12%
−3.45%
Information Ratio – 3 Years
0.60
-0.33
Volatility – 1 Year
15.34%
19.56%
Volatility – 3 Years
18.43%
17.76%
Beta – 1 Year
0.74
1.08
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
-0.61
-0.05
Sharpe Ratio – 3 Years
0.59
0.31
Worst Rolling Year
-6.10%
8.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−22.16%
−25.57%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
14.83%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
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Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%