Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
QED Capital - Alphabets
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%
4.25%
6 Months
2.18%
7.44%
1 Year
−4.96%
14.27%
3 Years
15.69%
13.32%
5 Years
15.58%
10.94%
Since Inception
10.95%
15.43%
Fund Age
8 yrs 8 mo
5 yrs 4 mo
AUM
₹649.19 Cr
₹21.45 Cr
Alpha – 1 Year
−4.53%
9.55%
Alpha – 3 Years
7.12%
1.23%
Information Ratio – 3 Years
0.60
0.37
Volatility – 1 Year
15.34%
12.68%
Volatility – 3 Years
18.43%
17.36%
Beta – 1 Year
0.74
0.58
Beta – 3 Years
0.99
0.73
Sharpe Ratio – 1 Year
-0.61
0.70
Sharpe Ratio – 3 Years
0.59
0.70
Worst Rolling Year
-6.10%
12.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−22.16%
−26.06%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%