Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
2.18%
0.32%
1 Year
−4.96%
1.03%
3 Years
15.69%
14.82%
5 Years
15.58%
11.82%
Since Inception
10.95%
13.07%
Fund Age
8 yrs 8 mo
5 yrs 2 mo
AUM
₹649.19 Cr
₹56.08 Cr
Alpha – 1 Year
−4.53%
−1.95%
Alpha – 3 Years
7.12%
2.94%
Information Ratio – 3 Years
0.60
0.18
Volatility – 1 Year
15.34%
13.89%
Volatility – 3 Years
18.43%
18.35%
Beta – 1 Year
0.74
0.75
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.61
-0.25
Sharpe Ratio – 3 Years
0.59
0.55
Worst Rolling Year
-6.10%
12.65%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−26.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
Top 5 Holdings
—
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%