Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Helios - India Rising PMS
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%
0.02%
6 Months
2.18%
5.63%
1 Year
−4.96%
4.60%
3 Years
15.69%
14.51%
5 Years
15.58%
12.90%
Since Inception
10.95%
19.56%
Fund Age
8 yrs 8 mo
6 yrs 4 mo
AUM
₹649.19 Cr
₹1,566.43 Cr
Alpha – 1 Year
−4.53%
1.62%
Alpha – 3 Years
7.12%
2.62%
Information Ratio – 3 Years
0.60
0.58
Volatility – 1 Year
15.34%
21.65%
Volatility – 3 Years
18.43%
16.64%
Beta – 1 Year
0.74
1.18
Beta – 3 Years
0.99
1.02
Sharpe Ratio – 1 Year
-0.61
0.06
Sharpe Ratio – 3 Years
0.59
0.58
Worst Rolling Year
-6.10%
12.32%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−22.16%
−20.60%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
19.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 41% · M 24% · S 29%
Number of Stocks
—
42
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%