Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-NRI Surge India vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-NRI Surge India
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.59%
6.35%
6 Months
3.30%
17.95%
1 Year
−5.55%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
1.69%
19.34%
Fund Age
15 mo
3 yrs 6 mo
AUM
₹19.47 Cr
₹18.73 Cr
Alpha – 1 Year
−5.12%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
14.61%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
0.78
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-0.70
0.75
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.59%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%