Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
4.61%
6 Months
2.18%
3.41%
1 Year
−4.96%
20.00%
3 Years
15.69%
24.29%
5 Years
15.58%
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Since Inception
10.95%
15.71%
Fund Age
8 yrs 8 mo
4 yrs 7 mo
AUM
₹649.19 Cr
₹129.22 Cr
Alpha – 1 Year
−4.53%
15.28%
Alpha – 3 Years
7.12%
12.20%
Information Ratio – 3 Years
0.60
1.16
Volatility – 1 Year
15.34%
22.01%
Volatility – 3 Years
18.43%
22.99%
Beta – 1 Year
0.74
0.67
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.61
0.70
Sharpe Ratio – 3 Years
0.59
1.11
Worst Rolling Year
-6.10%
13.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−27.23%
Recovery Period
122 days
325 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
25.12%
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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Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
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Fixed Fee
1.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%