Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
NMR GROWTH STRATEGY
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%
5.30%
6 Months
2.18%
39.16%
1 Year
−4.96%
20.20%
3 Years
15.69%
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5 Years
15.58%
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Since Inception
10.95%
17.87%
Fund Age
8 yrs 8 mo
19 mo
AUM
₹649.19 Cr
₹82.38 Cr
Alpha – 1 Year
−4.53%
15.48%
Alpha – 3 Years
7.12%
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Information Ratio – 3 Years
0.60
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Volatility – 1 Year
15.34%
34.86%
Volatility – 3 Years
18.43%
—
Beta – 1 Year
0.74
1.65
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.53
Sharpe Ratio – 3 Years
0.59
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Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
−24.64%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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