Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Money Life - Mas Prime
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
6.82%
6 Months
2.18%
25.39%
1 Year
−4.96%
17.69%
3 Years
15.69%
21.57%
5 Years
15.58%
14.87%
Since Inception
10.95%
17.17%
Fund Age
8 yrs 8 mo
6 yrs 10 mo
AUM
₹649.19 Cr
₹119.43 Cr
Alpha – 1 Year
−4.53%
18.04%
Alpha – 3 Years
7.12%
12.57%
Information Ratio – 3 Years
0.60
0.68
Volatility – 1 Year
15.34%
26.38%
Volatility – 3 Years
18.43%
21.61%
Beta – 1 Year
0.74
0.88
Beta – 3 Years
0.99
0.85
Sharpe Ratio – 1 Year
-0.61
0.54
Sharpe Ratio – 3 Years
0.59
0.77
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%