Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Ckredence-Business Cycle Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.97%
6 Months
2.18%
18.69%
1 Year
−4.96%
17.43%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
17.76%
Fund Age
8 yrs 8 mo
2 yrs 9 mo
AUM
₹649.19 Cr
₹197.55 Cr
Alpha – 1 Year
−4.53%
17.78%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
20.32%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
1.06
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.63
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−15.36%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 18% · M 24% · S 51%
Number of Stocks
—
35
Portfolio P/E
—
35.70
Top 5 Holdings
—
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
—
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
1.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%