Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
1.81%
6 Months
2.18%
9.83%
1 Year
−4.96%
13.53%
3 Years
15.69%
28.65%
5 Years
15.58%
30.15%
Since Inception
10.95%
22.72%
Fund Age
8 yrs 8 mo
8 yrs 8 mo
AUM
₹649.19 Cr
₹1,835.92 Cr
Alpha – 1 Year
−4.53%
8.81%
Alpha – 3 Years
7.12%
16.56%
Information Ratio – 3 Years
0.60
1.28
Volatility – 1 Year
15.34%
19.12%
Volatility – 3 Years
18.43%
18.89%
Beta – 1 Year
0.74
0.96
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
-0.61
0.47
Sharpe Ratio – 3 Years
0.59
1.16
Worst Rolling Year
-6.10%
-6.00%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−22.16%
−13.66%
Recovery Period
122 days
411 days
1-Year Rolling Windows Positive
91.42%
97.32%
Median Rolling Year
20.85%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 24% · M 10% · S 45%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%