Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
2.18%
7.54%
1 Year
−4.96%
8.20%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
2.83%
Fund Age
8 yrs 8 mo
14 mo
AUM
₹649.19 Cr
₹18.5 Cr
Alpha – 1 Year
−4.53%
3.48%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
18.53%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
1.05
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.23
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−14.67%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
1.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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