Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Invasset - Growth Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Invasset - 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%
0.38%
6 Months
2.18%
2.78%
1 Year
−4.96%
6.76%
3 Years
15.69%
15.24%
5 Years
15.58%
18.34%
Since Inception
10.95%
26.15%
Fund Age
8 yrs 8 mo
6 yrs 7 mo
AUM
₹649.19 Cr
₹332.83 Cr
Alpha – 1 Year
−4.53%
2.04%
Alpha – 3 Years
7.12%
3.15%
Information Ratio – 3 Years
0.60
0.19
Volatility – 1 Year
15.34%
21.45%
Volatility – 3 Years
18.43%
23.36%
Beta – 1 Year
0.74
1.03
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
-0.61
0.16
Sharpe Ratio – 3 Years
0.59
0.50
Worst Rolling Year
-6.10%
15.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−22.16%
−32.29%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
33.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 20% · M 5%
Number of Stocks
—
11
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 100.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%