Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs GREEN PORTFOLIO - The Green Ethical Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
GREEN PORTFOLIO - The Green Ethical 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%
3.65%
6 Months
2.18%
36.06%
1 Year
−4.96%
18.40%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
10.79%
Fund Age
8 yrs 8 mo
2 yrs 1 mo
AUM
₹649.19 Cr
₹36.18 Cr
Alpha – 1 Year
−4.53%
15.42%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
30.13%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
1.44
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.51
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−21.62%
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
—
L 28% · M 20% · S 30%
Number of Stocks
—
41
Portfolio P/E
—
38.26
Top 5 Holdings
—
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%