Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
MoneyBee-QUEENBEE
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%
1.65%
6 Months
2.18%
18.05%
1 Year
−4.96%
−2.50%
3 Years
15.69%
11.39%
5 Years
15.58%
20.90%
Since Inception
10.95%
19.45%
Fund Age
8 yrs 8 mo
19 yrs 2 mo
AUM
₹649.19 Cr
₹108.27 Cr
Alpha – 1 Year
−4.53%
−6.26%
Alpha – 3 Years
7.12%
0.49%
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
15.34%
31.36%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
1.61
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
-0.11
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%