Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
2.18%
3.49%
1 Year
−4.96%
5.55%
3 Years
15.69%
12.97%
5 Years
15.58%
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Since Inception
10.95%
12.27%
Fund Age
8 yrs 8 mo
4 yrs 3 mo
AUM
₹649.19 Cr
₹25.94 Cr
Alpha – 1 Year
−4.53%
−0.42%
Alpha – 3 Years
7.12%
2.07%
Information Ratio – 3 Years
0.60
0.10
Volatility – 1 Year
15.34%
15.73%
Volatility – 3 Years
18.43%
12.26%
Beta – 1 Year
0.74
1.56
Beta – 3 Years
0.99
1.42
Sharpe Ratio – 1 Year
-0.61
0.07
Sharpe Ratio – 3 Years
0.59
0.62
Worst Rolling Year
-6.10%
11.68%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−22.16%
−11.81%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
17.02%
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
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Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%