Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
−0.03%
6 Months
2.18%
1.95%
1 Year
−4.96%
9.19%
3 Years
15.69%
16.93%
5 Years
15.58%
11.74%
Since Inception
10.95%
12.55%
Fund Age
8 yrs 8 mo
7 yrs 3 mo
AUM
₹649.19 Cr
₹17.39 Cr
Alpha – 1 Year
−4.53%
9.54%
Alpha – 3 Years
7.12%
7.93%
Information Ratio – 3 Years
0.60
0.83
Volatility – 1 Year
15.34%
16.46%
Volatility – 3 Years
18.43%
13.48%
Beta – 1 Year
0.74
0.82
Beta – 3 Years
0.99
0.74
Sharpe Ratio – 1 Year
-0.61
0.29
Sharpe Ratio – 3 Years
0.59
0.84
Worst Rolling Year
-6.10%
3.01%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−22.16%
−16.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 27% · M 18% · S 26%
Number of Stocks
—
53
Portfolio P/E
—
33.46
Top 5 Holdings
—
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%