Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
1.10%
6 Months
2.18%
9.66%
1 Year
−4.96%
−3.09%
3 Years
15.69%
6.08%
5 Years
15.58%
7.39%
Since Inception
10.95%
14.00%
Fund Age
8 yrs 8 mo
10 yrs 8 mo
AUM
₹649.19 Cr
₹23.99 Cr
Alpha – 1 Year
−4.53%
−7.81%
Alpha – 3 Years
7.12%
−6.01%
Information Ratio – 3 Years
0.60
-0.36
Volatility – 1 Year
15.34%
26.88%
Volatility – 3 Years
18.43%
21.87%
Beta – 1 Year
0.74
1.39
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.61
-0.19
Sharpe Ratio – 3 Years
0.59
0.19
Worst Rolling Year
-6.10%
-6.71%
Value at Worst Rolling Year
₹0.94 Cr
₹0.93 Cr
Deepest Drawdown
−22.16%
−35.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
97.09%
Median Rolling Year
20.85%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 2% · M 15% · S 82%
Number of Stocks
—
25
Portfolio P/E
—
44.86
Top 5 Holdings
—
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
—
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%