Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
−1.73%
6 Months
2.18%
6.62%
1 Year
−4.96%
3.66%
3 Years
15.69%
7.96%
5 Years
15.58%
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Since Inception
10.95%
12.37%
Fund Age
8 yrs 8 mo
4 yrs 2 mo
AUM
₹649.19 Cr
₹134.62 Cr
Alpha – 1 Year
−4.53%
0.68%
Alpha – 3 Years
7.12%
−3.93%
Information Ratio – 3 Years
0.60
-0.10
Volatility – 1 Year
15.34%
21.69%
Volatility – 3 Years
18.43%
21.88%
Beta – 1 Year
0.74
1.14
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
-0.61
0.02
Sharpe Ratio – 3 Years
0.59
0.21
Worst Rolling Year
-6.10%
7.96%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−22.16%
−29.81%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
1.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%