Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Emkay Investments - ENVI
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
5.18%
6 Months
2.18%
19.69%
1 Year
−4.96%
25.97%
3 Years
15.69%
17.02%
5 Years
15.58%
—
Since Inception
10.95%
24.02%
Fund Age
8 yrs 8 mo
4 yrs 2 mo
AUM
₹649.19 Cr
₹101.01 Cr
Alpha – 1 Year
−4.53%
21.25%
Alpha – 3 Years
7.12%
4.93%
Information Ratio – 3 Years
0.60
0.46
Volatility – 1 Year
15.34%
21.63%
Volatility – 3 Years
18.43%
19.42%
Beta – 1 Year
0.74
1.10
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
-0.61
0.93
Sharpe Ratio – 3 Years
0.59
0.65
Worst Rolling Year
-6.10%
16.82%
Value at Worst Rolling Year
₹0.94 Cr
₹1.17 Cr
Deepest Drawdown
−22.16%
−20.44%
Recovery Period
122 days
365 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
19.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 26% · M 14% · S 51%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—