Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Motilal Oswal - NTDOP
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%
3.69%
6 Months
2.18%
8.66%
1 Year
−4.96%
4.44%
3 Years
15.69%
14.48%
5 Years
15.58%
8.94%
Since Inception
10.95%
14.23%
Fund Age
8 yrs 8 mo
18 yrs 11 mo
AUM
₹649.19 Cr
₹4,562.38 Cr
Alpha – 1 Year
−4.53%
1.46%
Alpha – 3 Years
7.12%
2.60%
Information Ratio – 3 Years
0.60
0.08
Volatility – 1 Year
15.34%
20.33%
Volatility – 3 Years
18.43%
19.22%
Beta – 1 Year
0.74
1.12
Beta – 3 Years
0.99
1.12
Sharpe Ratio – 1 Year
-0.61
0.00
Sharpe Ratio – 3 Years
0.59
0.51
Worst Rolling Year
-6.10%
-6.78%
Value at Worst Rolling Year
₹0.94 Cr
₹0.93 Cr
Deepest Drawdown
−22.16%
−26.97%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
96.01%
Median Rolling Year
20.85%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
Top 5 Holdings
—
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%