Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.00%
6 Months
2.18%
4.51%
1 Year
−4.96%
15.12%
3 Years
15.69%
22.90%
5 Years
15.58%
—
Since Inception
10.95%
24.96%
Fund Age
8 yrs 8 mo
4 yrs 7 mo
AUM
₹649.19 Cr
₹136 Cr
Alpha – 1 Year
−4.53%
10.40%
Alpha – 3 Years
7.12%
10.82%
Information Ratio – 3 Years
0.60
1.17
Volatility – 1 Year
15.34%
19.24%
Volatility – 3 Years
18.43%
20.81%
Beta – 1 Year
0.74
1.07
Beta – 3 Years
0.99
1.25
Sharpe Ratio – 1 Year
-0.61
0.55
Sharpe Ratio – 3 Years
0.59
0.85
Worst Rolling Year
-6.10%
21.90%
Value at Worst Rolling Year
₹0.94 Cr
₹1.22 Cr
Deepest Drawdown
−22.16%
−25.24%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 53% · M 22% · S 20%
Number of Stocks
—
18
Portfolio P/E
—
27.00
Top 5 Holdings
—
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%