Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.53%
10.15%
6 Months
2.18%
31.39%
1 Year
−4.96%
26.01%
3 Years
15.69%
19.28%
5 Years
15.58%
23.67%
Since Inception
10.95%
28.23%
Fund Age
8 yrs 8 mo
5 yrs 4 mo
AUM
₹649.19 Cr
₹483.07 Cr
Alpha – 1 Year
−4.53%
21.29%
Alpha – 3 Years
7.12%
7.19%
Information Ratio – 3 Years
0.60
0.38
Volatility – 1 Year
15.34%
27.77%
Volatility – 3 Years
18.43%
26.19%
Beta – 1 Year
0.74
1.29
Beta – 3 Years
0.99
1.20
Sharpe Ratio – 1 Year
-0.61
0.78
Sharpe Ratio – 3 Years
0.59
0.61
Worst Rolling Year
-6.10%
19.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−22.16%
−32.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%