Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.53%
−2.26%
6 Months
2.18%
9.35%
1 Year
−4.96%
10.43%
3 Years
15.69%
15.16%
5 Years
15.58%
—
Since Inception
10.95%
21.24%
Fund Age
8 yrs 8 mo
4 yrs 11 mo
AUM
₹649.19 Cr
₹16.88 Cr
Alpha – 1 Year
−4.53%
8.57%
Alpha – 3 Years
7.12%
3.08%
Information Ratio – 3 Years
0.60
0.34
Volatility – 1 Year
15.34%
33.08%
Volatility – 3 Years
18.43%
27.65%
Beta – 1 Year
0.74
1.54
Beta – 3 Years
0.99
1.38
Sharpe Ratio – 1 Year
-0.61
0.28
Sharpe Ratio – 3 Years
0.59
0.51
Worst Rolling Year
-6.10%
12.88%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−32.66%
Recovery Period
122 days
436 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%