Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
Capitalmind - Surge India
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.50%
−2.53%
6 Months
20.10%
2.18%
1 Year
15.30%
−4.96%
3 Years
16.40%
15.69%
5 Years
14.80%
15.58%
Since Inception
22.20%
10.95%
Fund Age
14 yrs 10 mo
8 yrs 8 mo
AUM
₹454.6 Cr
₹649.19 Cr
Alpha – 1 Year
10.60%
−4.53%
Alpha – 3 Years
4.30%
7.12%
Information Ratio – 3 Years
0.46
0.60
Volatility – 1 Year
22.61%
15.34%
Volatility – 3 Years
21.60%
18.43%
Beta – 1 Year
1.12
0.74
Beta – 3 Years
1.17
0.99
Sharpe Ratio – 1 Year
0.50
-0.61
Sharpe Ratio – 3 Years
0.56
0.59
Worst Rolling Year
-9.11%
-6.10%
Value at Worst Rolling Year
₹0.91 Cr
₹0.94 Cr
Deepest Drawdown
−24.77%
−22.16%
Recovery Period
487 days
122 days
1-Year Rolling Windows Positive
95.79%
91.42%
Median Rolling Year
24.63%
20.85%
5-Year Rolling Windows Positive
99.16%
100.00%
Market-Cap Mix
L 1% · M 29% · S 69%
—
Number of Stocks
222
—
Portfolio P/E
—
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
—
Top Sectors
Financial Services · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%