Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.75%
6 Months
2.18%
26.95%
1 Year
−4.96%
13.12%
3 Years
15.69%
17.80%
5 Years
15.58%
15.04%
Since Inception
10.95%
22.70%
Fund Age
8 yrs 8 mo
8 yrs
AUM
₹649.19 Cr
₹357.26 Cr
Alpha – 1 Year
−4.53%
10.14%
Alpha – 3 Years
7.12%
5.90%
Information Ratio – 3 Years
0.60
0.31
Volatility – 1 Year
15.34%
32.38%
Volatility – 3 Years
18.43%
25.45%
Beta – 1 Year
0.74
1.68
Beta – 3 Years
0.99
1.37
Sharpe Ratio – 1 Year
-0.61
0.36
Sharpe Ratio – 3 Years
0.59
0.56
Worst Rolling Year
-6.10%
11.19%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−22.16%
−26.50%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
Top 5 Holdings
—
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%