Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
0.97%
6 Months
2.18%
6.33%
1 Year
−4.96%
−0.99%
3 Years
15.69%
6.26%
5 Years
15.58%
6.47%
Since Inception
10.95%
5.18%
Fund Age
8 yrs 8 mo
19 yrs 5 mo
AUM
₹649.19 Cr
₹95.89 Cr
Alpha – 1 Year
−4.53%
2.51%
Alpha – 3 Years
7.12%
−2.73%
Information Ratio – 3 Years
0.60
-0.10
Volatility – 1 Year
15.34%
20.93%
Volatility – 3 Years
18.43%
17.77%
Beta – 1 Year
0.74
1.14
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
-0.61
-0.20
Sharpe Ratio – 3 Years
0.59
0.23
Worst Rolling Year
-6.10%
-21.50%
Value at Worst Rolling Year
₹0.94 Cr
₹0.79 Cr
Deepest Drawdown
−22.16%
−30.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
74.63%
Median Rolling Year
20.85%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
—
L 77% · M 12% · S 11%
Number of Stocks
—
57
Portfolio P/E
—
—
Top 5 Holdings
—
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%