Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-NRI Surge India vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-NRI Surge India
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.59%
5.54%
6 Months
3.30%
29.52%
1 Year
−5.55%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
1.69%
21.22%
Fund Age
15 mo
9 yrs 10 mo
AUM
₹19.47 Cr
₹374.43 Cr
Alpha – 1 Year
−5.12%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
14.61%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
0.78
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
-0.70
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−15.59%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 4% · S 95%
Number of Stocks
—
29
Portfolio P/E
—
36.10
Top 5 Holdings
—
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%