Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.77%
6 Months
2.18%
8.02%
1 Year
−4.96%
5.50%
3 Years
15.69%
7.60%
5 Years
15.58%
9.19%
Since Inception
10.95%
14.35%
Fund Age
8 yrs 8 mo
5 yrs 9 mo
AUM
₹649.19 Cr
₹11.85 Cr
Alpha – 1 Year
−4.53%
0.78%
Alpha – 3 Years
7.12%
−4.49%
Information Ratio – 3 Years
0.60
-0.44
Volatility – 1 Year
15.34%
20.18%
Volatility – 3 Years
18.43%
17.74%
Beta – 1 Year
0.74
1.11
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.61
0.10
Sharpe Ratio – 3 Years
0.59
0.27
Worst Rolling Year
-6.10%
7.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−22.16%
−24.84%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%