Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Emkay SMID Cap Growth Engine Portfolio
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%
1.20%
6 Months
2.18%
13.72%
1 Year
−4.96%
3.07%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
−0.94%
Fund Age
8 yrs 8 mo
14 mo
AUM
₹649.19 Cr
₹136.71 Cr
Alpha – 1 Year
−4.53%
−1.65%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
26.76%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
1.44
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.05
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−22.05%
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
—
M 20% · S 80%
Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
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Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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