Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
JM-Apex
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%
5.10%
6 Months
2.18%
17.39%
1 Year
−4.96%
20.93%
3 Years
15.69%
17.01%
5 Years
15.58%
—
Since Inception
10.95%
19.54%
Fund Age
8 yrs 8 mo
3 yrs 6 mo
AUM
₹649.19 Cr
₹615.02 Cr
Alpha – 1 Year
−4.53%
16.21%
Alpha – 3 Years
7.12%
4.92%
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
19.36%
Volatility – 3 Years
18.43%
18.51%
Beta – 1 Year
0.74
1.01
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.81
Sharpe Ratio – 3 Years
0.59
0.72
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−14.79%
Recovery Period
122 days
45 days
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
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%