Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
InCred Capital - Multicap 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%
6.10%
6 Months
2.18%
8.11%
1 Year
−4.96%
−2.73%
3 Years
15.69%
11.42%
5 Years
15.58%
12.09%
Since Inception
10.95%
13.75%
Fund Age
8 yrs 8 mo
5 yrs 5 mo
AUM
₹649.19 Cr
₹205.48 Cr
Alpha – 1 Year
−4.53%
−5.71%
Alpha – 3 Years
7.12%
−0.47%
Information Ratio – 3 Years
0.60
-0.07
Volatility – 1 Year
15.34%
23.93%
Volatility – 3 Years
18.43%
22.69%
Beta – 1 Year
0.74
1.24
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.61
-0.23
Sharpe Ratio – 3 Years
0.59
0.35
Worst Rolling Year
-6.10%
11.05%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−22.16%
−29.75%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 36% · S 34%
Number of Stocks
—
29
Portfolio P/E
—
46.19
Top 5 Holdings
—
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
—
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%