Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Fyers Genesis Fund
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%
1.54%
6 Months
2.18%
6.09%
1 Year
−4.96%
5.87%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
3.02%
Fund Age
8 yrs 8 mo
1 yr 11 mo
AUM
₹649.19 Cr
₹16.43 Cr
Alpha – 1 Year
−4.53%
1.15%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
19.36%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
1.09
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.11
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−18.63%
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 76%
Number of Stocks
—
24
Portfolio P/E
—
25.89
Top 5 Holdings
—
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
—
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%