Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
JM Financial - Focus
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%
1.03%
6 Months
2.18%
6.82%
1 Year
−4.96%
3.42%
3 Years
15.69%
13.55%
5 Years
15.58%
9.47%
Since Inception
10.95%
15.08%
Fund Age
8 yrs 8 mo
13 yrs 9 mo
AUM
₹649.19 Cr
₹319.05 Cr
Alpha – 1 Year
−4.53%
0.44%
Alpha – 3 Years
7.12%
1.66%
Information Ratio – 3 Years
0.60
0.24
Volatility – 1 Year
15.34%
13.79%
Volatility – 3 Years
18.43%
15.92%
Beta – 1 Year
0.74
0.75
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
-0.61
-0.08
Sharpe Ratio – 3 Years
0.59
0.53
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−20.24%
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
—
L 63% · M 12% · S 18%
Number of Stocks
—
49
Portfolio P/E
—
33.08
Top 5 Holdings
—
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
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%