Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
ICICI Prudential- Rising Stars Strategy
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%
−6.06%
6 Months
2.18%
14.81%
1 Year
−4.96%
—
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
6.62%
Fund Age
8 yrs 8 mo
7 mo
AUM
₹649.19 Cr
₹376.54 Cr
Alpha – 1 Year
−4.53%
—
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
—
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
—
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 2% · M 28% · S 68%
Number of Stocks
—
33
Portfolio P/E
—
—
Top 5 Holdings
—
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
—
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—