Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Ionic Allocate Portfolio - Equity
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%
0.81%
6 Months
2.18%
3.41%
1 Year
−4.96%
8.90%
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
10.39%
Fund Age
8 yrs 8 mo
16 mo
AUM
₹649.19 Cr
₹54.76 Cr
Alpha – 1 Year
−4.53%
9.33%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
14.74%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
0.82
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.28
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−10.47%
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
—
—
Number of Stocks
—
28
Portfolio P/E
—
—
Top 5 Holdings
—
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –