Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
1.00%
6 Months
2.18%
7.03%
1 Year
−4.96%
8.97%
3 Years
15.69%
12.56%
5 Years
15.58%
10.89%
Since Inception
10.95%
15.48%
Fund Age
8 yrs 8 mo
7 yrs
AUM
₹649.19 Cr
₹3.36 Cr
Alpha – 1 Year
−4.53%
9.32%
Alpha – 3 Years
7.12%
3.56%
Information Ratio – 3 Years
0.60
0.54
Volatility – 1 Year
15.34%
8.58%
Volatility – 3 Years
18.43%
12.10%
Beta – 1 Year
0.74
0.48
Beta – 3 Years
0.99
0.78
Sharpe Ratio – 1 Year
-0.61
0.43
Sharpe Ratio – 3 Years
0.59
0.61
Worst Rolling Year
-6.10%
9.53%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−22.16%
−17.45%
Recovery Period
122 days
241 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
16.23%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%