Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
3.57%
6 Months
2.18%
13.27%
1 Year
−4.96%
19.25%
3 Years
15.69%
19.26%
5 Years
15.58%
12.69%
Since Inception
10.95%
18.49%
Fund Age
8 yrs 8 mo
7 yrs 3 mo
AUM
₹649.19 Cr
₹40.18 Cr
Alpha – 1 Year
−4.53%
14.53%
Alpha – 3 Years
7.12%
7.17%
Information Ratio – 3 Years
0.60
0.70
Volatility – 1 Year
15.34%
26.49%
Volatility – 3 Years
18.43%
18.75%
Beta – 1 Year
0.74
1.37
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.61
0.59
Sharpe Ratio – 3 Years
0.59
0.71
Worst Rolling Year
-6.10%
12.14%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−22.16%
−15.45%
Recovery Period
122 days
24 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
20.15%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 13% · M 41% · S 44%
Number of Stocks
—
36
Portfolio P/E
—
41.94
Top 5 Holdings
—
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
—
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%