Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
2.18%
19.15%
1 Year
−4.96%
14.85%
3 Years
15.69%
14.64%
5 Years
15.58%
—
Since Inception
10.95%
15.52%
Fund Age
8 yrs 8 mo
3 yrs 3 mo
AUM
₹649.19 Cr
₹213.16 Cr
Alpha – 1 Year
−4.53%
10.13%
Alpha – 3 Years
7.12%
2.55%
Information Ratio – 3 Years
0.60
0.17
Volatility – 1 Year
15.34%
28.62%
Volatility – 3 Years
18.43%
24.62%
Beta – 1 Year
0.74
1.48
Beta – 3 Years
0.99
1.33
Sharpe Ratio – 1 Year
-0.61
0.43
Sharpe Ratio – 3 Years
0.59
0.46
Worst Rolling Year
-6.10%
12.87%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−26.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
15.08%
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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33
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%