Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
HDFC India Ascent Portfolio - DPMS
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%
−1.07%
6 Months
2.18%
1.78%
1 Year
−4.96%
5.40%
3 Years
15.69%
8.85%
5 Years
15.58%
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Since Inception
10.95%
10.06%
Fund Age
8 yrs 8 mo
3 yrs 2 mo
AUM
₹649.19 Cr
₹6 Cr
Alpha – 1 Year
−4.53%
0.68%
Alpha – 3 Years
7.12%
−3.24%
Information Ratio – 3 Years
0.60
-0.36
Volatility – 1 Year
15.34%
19.91%
Volatility – 3 Years
18.43%
17.03%
Beta – 1 Year
0.74
1.12
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
-0.61
0.09
Sharpe Ratio – 3 Years
0.59
0.27
Worst Rolling Year
-6.10%
8.77%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−22.16%
−18.84%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
10.14%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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