Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Motilal Oswal - Ethical
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%
1.53%
6 Months
2.18%
18.13%
1 Year
−4.96%
13.15%
3 Years
15.69%
14.12%
5 Years
15.58%
11.96%
Since Inception
10.95%
13.25%
Fund Age
8 yrs 8 mo
5 yrs 1 mo
AUM
₹649.19 Cr
₹77.09 Cr
Alpha – 1 Year
−4.53%
10.17%
Alpha – 3 Years
7.12%
2.24%
Information Ratio – 3 Years
0.60
0.36
Volatility – 1 Year
15.34%
23.76%
Volatility – 3 Years
18.43%
19.81%
Beta – 1 Year
0.74
1.23
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
-0.61
0.40
Sharpe Ratio – 3 Years
0.59
0.50
Worst Rolling Year
-6.10%
8.04%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−22.16%
−27.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
Top 5 Holdings
—
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%