Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Spark - Core & Satellite
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%
−0.58%
6 Months
2.18%
−7.12%
1 Year
−4.96%
0.89%
3 Years
15.69%
8.72%
5 Years
15.58%
12.45%
Since Inception
10.95%
16.65%
Fund Age
8 yrs 8 mo
7 yrs 4 mo
AUM
₹649.19 Cr
₹288.53 Cr
Alpha – 1 Year
−4.53%
1.24%
Alpha – 3 Years
7.12%
−0.28%
Information Ratio – 3 Years
0.60
0.00
Volatility – 1 Year
15.34%
16.11%
Volatility – 3 Years
18.43%
15.05%
Beta – 1 Year
0.74
0.96
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.61
-0.20
Sharpe Ratio – 3 Years
0.59
0.28
Worst Rolling Year
-6.10%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−22.16%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
91.42%
—
Median Rolling Year
20.85%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%