Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Invesco - Challengers
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%
1.41%
6 Months
2.18%
13.18%
1 Year
−4.96%
2.91%
3 Years
15.69%
14.27%
5 Years
15.58%
—
Since Inception
10.95%
11.83%
Fund Age
8 yrs 8 mo
4 yrs 11 mo
AUM
₹649.19 Cr
₹31.01 Cr
Alpha – 1 Year
−4.53%
−1.81%
Alpha – 3 Years
7.12%
2.18%
Information Ratio – 3 Years
0.60
0.24
Volatility – 1 Year
15.34%
18.67%
Volatility – 3 Years
18.43%
17.11%
Beta – 1 Year
0.74
0.97
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
-0.61
-0.04
Sharpe Ratio – 3 Years
0.59
0.56
Worst Rolling Year
-6.10%
12.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−24.73%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
Top 5 Holdings
—
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—