Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Invesco - Rise
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
5.01%
6 Months
2.18%
8.17%
1 Year
−4.96%
19.57%
3 Years
15.69%
18.20%
5 Years
15.58%
15.63%
Since Inception
10.95%
14.42%
Fund Age
8 yrs 8 mo
10 yrs 4 mo
AUM
₹649.19 Cr
₹337.5 Cr
Alpha – 1 Year
−4.53%
14.85%
Alpha – 3 Years
7.12%
6.11%
Information Ratio – 3 Years
0.60
0.93
Volatility – 1 Year
15.34%
14.72%
Volatility – 3 Years
18.43%
15.36%
Beta – 1 Year
0.74
0.78
Beta – 3 Years
0.99
0.92
Sharpe Ratio – 1 Year
-0.61
0.93
Sharpe Ratio – 3 Years
0.59
0.83
Worst Rolling Year
-6.10%
-10.21%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−22.16%
−21.92%
Recovery Period
122 days
231 days
1-Year Rolling Windows Positive
91.42%
88.56%
Median Rolling Year
20.85%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 49% · M 27% · S 21%
Number of Stocks
—
23
Portfolio P/E
—
50.96
Top 5 Holdings
—
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
—
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—