Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
2.18%
24.60%
1 Year
−4.96%
7.56%
3 Years
15.69%
20.98%
5 Years
15.58%
—
Since Inception
10.95%
24.10%
Fund Age
8 yrs 8 mo
4 yrs 4 mo
AUM
₹649.19 Cr
₹3.89 Cr
Alpha – 1 Year
−4.53%
4.58%
Alpha – 3 Years
7.12%
9.08%
Information Ratio – 3 Years
0.60
0.07
Volatility – 1 Year
15.34%
32.74%
Volatility – 3 Years
18.43%
27.24%
Beta – 1 Year
0.74
1.49
Beta – 3 Years
0.99
1.30
Sharpe Ratio – 1 Year
-0.61
0.20
Sharpe Ratio – 3 Years
0.59
0.49
Worst Rolling Year
-6.10%
17.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−22.16%
−34.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
25.17%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
Top 5 Holdings
—
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%