Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
CREDENT AIM MULTI CAP STRATEGY
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%
1.48%
6 Months
2.18%
11.85%
1 Year
−4.96%
11.16%
3 Years
15.69%
13.35%
5 Years
15.58%
—
Since Inception
10.95%
21.99%
Fund Age
8 yrs 8 mo
3 yrs 5 mo
AUM
₹649.19 Cr
₹41.04 Cr
Alpha – 1 Year
−4.53%
6.44%
Alpha – 3 Years
7.12%
1.26%
Information Ratio – 3 Years
0.60
0.11
Volatility – 1 Year
15.34%
21.97%
Volatility – 3 Years
18.43%
19.58%
Beta – 1 Year
0.74
1.20
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.61
0.35
Sharpe Ratio – 3 Years
0.59
0.47
Worst Rolling Year
-6.10%
13.36%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−23.16%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
16.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
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NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
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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%