Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
ORO - All Weather Portfolio
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%
−0.19%
6 Months
2.18%
−0.42%
1 Year
−4.96%
−4.58%
3 Years
15.69%
16.32%
5 Years
15.58%
13.17%
Since Inception
10.95%
13.94%
Fund Age
8 yrs 8 mo
6 yrs 6 mo
AUM
₹649.19 Cr
₹13.16 Cr
Alpha – 1 Year
−4.53%
−7.56%
Alpha – 3 Years
7.12%
4.42%
Information Ratio – 3 Years
0.60
0.49
Volatility – 1 Year
15.34%
16.90%
Volatility – 3 Years
18.43%
17.54%
Beta – 1 Year
0.74
0.86
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
-0.61
-0.52
Sharpe Ratio – 3 Years
0.59
0.69
Worst Rolling Year
-6.10%
3.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−22.16%
−19.46%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
Top 5 Holdings
—
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%