Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Karma Capital Lotus
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%
2.20%
6 Months
2.18%
9.70%
1 Year
−4.96%
10.00%
3 Years
15.69%
17.10%
5 Years
15.58%
—
Since Inception
10.95%
23.10%
Fund Age
8 yrs 8 mo
3 yrs 6 mo
AUM
₹649.19 Cr
₹24.16 Cr
Alpha – 1 Year
−4.53%
5.30%
Alpha – 3 Years
7.12%
5.00%
Information Ratio – 3 Years
0.60
0.96
Volatility – 1 Year
15.34%
16.88%
Volatility – 3 Years
18.43%
15.62%
Beta – 1 Year
0.74
0.95
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.61
0.34
Sharpe Ratio – 3 Years
0.59
0.81
Worst Rolling Year
-6.10%
16.97%
Value at Worst Rolling Year
₹0.94 Cr
₹1.17 Cr
Deepest Drawdown
−22.16%
−19.30%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
19.82%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
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%
1% / – / –