Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
3.12%
6 Months
2.18%
20.18%
1 Year
−4.96%
17.30%
3 Years
15.69%
18.32%
5 Years
15.58%
—
Since Inception
10.95%
21.17%
Fund Age
8 yrs 8 mo
3 yrs 2 mo
AUM
₹649.19 Cr
₹171.55 Cr
Alpha – 1 Year
−4.53%
12.58%
Alpha – 3 Years
7.12%
6.23%
Information Ratio – 3 Years
0.60
0.82
Volatility – 1 Year
15.34%
24.39%
Volatility – 3 Years
18.43%
21.61%
Beta – 1 Year
0.74
1.30
Beta – 3 Years
0.99
1.25
Sharpe Ratio – 1 Year
-0.61
0.55
Sharpe Ratio – 3 Years
0.59
0.70
Worst Rolling Year
-6.10%
18.30%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−22.16%
−26.88%
Recovery Period
122 days
487 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
19.41%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%