Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
MOAT - Moderate Compounders
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%
2.75%
6 Months
2.18%
8.17%
1 Year
−4.96%
3.28%
3 Years
15.69%
8.41%
5 Years
15.58%
12.53%
Since Inception
10.95%
11.01%
Fund Age
8 yrs 8 mo
12 yrs 9 mo
AUM
₹649.19 Cr
₹16.57 Cr
Alpha – 1 Year
−4.53%
−1.44%
Alpha – 3 Years
7.12%
−3.68%
Information Ratio – 3 Years
0.60
-0.32
Volatility – 1 Year
15.34%
20.74%
Volatility – 3 Years
18.43%
17.91%
Beta – 1 Year
0.74
1.13
Beta – 3 Years
0.99
1.09
Sharpe Ratio – 1 Year
-0.61
0.00
Sharpe Ratio – 3 Years
0.59
0.32
Worst Rolling Year
-6.10%
-16.89%
Value at Worst Rolling Year
₹0.94 Cr
₹0.83 Cr
Deepest Drawdown
−22.16%
−28.21%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
73.60%
Median Rolling Year
20.85%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
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%