Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Monarch Wealth Creator Fund
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%
2.85%
6 Months
2.18%
12.32%
1 Year
−4.96%
—
3 Years
15.69%
—
5 Years
15.58%
—
Since Inception
10.95%
13.81%
Fund Age
8 yrs 8 mo
8 mo
AUM
₹649.19 Cr
₹279.09 Cr
Alpha – 1 Year
−4.53%
—
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
—
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
—
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 35% · M 34% · S 23%
Number of Stocks
—
40
Portfolio P/E
—
19.53
Top 5 Holdings
—
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
—
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0.5% / 0%