Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Concept Investwell - Legend Flexi
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%
0.12%
6 Months
2.18%
0.78%
1 Year
−4.96%
0.49%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
4.91%
Fund Age
8 yrs 8 mo
2 yrs 3 mo
AUM
₹649.19 Cr
₹1.52 Cr
Alpha – 1 Year
−4.53%
−2.49%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
16.48%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
0.92
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
-0.33
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−13.58%
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 64% · M 1% · S 35%
Number of Stocks
—
28
Portfolio P/E
—
22.45
Top 5 Holdings
—
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
—
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%