Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
2.18%
4.79%
1 Year
−4.96%
−0.59%
3 Years
15.69%
11.57%
5 Years
15.58%
13.86%
Since Inception
10.95%
15.96%
Fund Age
8 yrs 8 mo
5 yrs 5 mo
AUM
₹649.19 Cr
₹45.81 Cr
Alpha – 1 Year
−4.53%
−5.31%
Alpha – 3 Years
7.12%
−0.52%
Information Ratio – 3 Years
0.60
-0.06
Volatility – 1 Year
15.34%
21.96%
Volatility – 3 Years
18.43%
17.35%
Beta – 1 Year
0.74
1.19
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.61
-0.16
Sharpe Ratio – 3 Years
0.59
0.42
Worst Rolling Year
-6.10%
10.84%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−22.16%
−22.24%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
Top 5 Holdings
—
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%