Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
ORO-Alpha Value
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%
0.44%
6 Months
2.18%
5.47%
1 Year
−4.96%
6.35%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
6.04%
Fund Age
8 yrs 8 mo
3 yrs 8 mo
AUM
₹649.19 Cr
₹1.28 Cr
Alpha – 1 Year
−4.53%
3.37%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
17.26%
Volatility – 3 Years
18.43%
15.80%
Beta – 1 Year
0.74
0.95
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.12
Sharpe Ratio – 3 Years
0.59
0.10
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−17.83%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
Top 5 Holdings
—
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%