Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
2.18%
19.62%
1 Year
−4.96%
12.19%
3 Years
15.69%
23.51%
5 Years
15.58%
13.96%
Since Inception
10.95%
23.13%
Fund Age
8 yrs 8 mo
6 yrs 7 mo
AUM
₹649.19 Cr
₹2,332.81 Cr
Alpha – 1 Year
−4.53%
9.21%
Alpha – 3 Years
7.12%
11.63%
Information Ratio – 3 Years
0.60
0.83
Volatility – 1 Year
15.34%
26.11%
Volatility – 3 Years
18.43%
21.82%
Beta – 1 Year
0.74
1.32
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
-0.61
0.33
Sharpe Ratio – 3 Years
0.59
0.83
Worst Rolling Year
-6.10%
12.50%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−24.27%
Recovery Period
122 days
461 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
Top 5 Holdings
—
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%