Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
True-Equity Factor Quant
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%
1.09%
6 Months
2.18%
3.47%
1 Year
−4.96%
−3.80%
3 Years
15.69%
11.26%
5 Years
15.58%
—
Since Inception
10.95%
13.40%
Fund Age
8 yrs 8 mo
3 yrs 11 mo
AUM
₹649.19 Cr
₹143.29 Cr
Alpha – 1 Year
−4.53%
−6.78%
Alpha – 3 Years
7.12%
−0.63%
Information Ratio – 3 Years
0.60
-0.10
Volatility – 1 Year
15.34%
15.14%
Volatility – 3 Years
18.43%
16.91%
Beta – 1 Year
0.74
0.83
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
-0.61
-0.54
Sharpe Ratio – 3 Years
0.59
0.40
Worst Rolling Year
-6.10%
11.18%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−22.16%
−27.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
17.01%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
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Number of Stocks
—
50
Portfolio P/E
—
—
Top 5 Holdings
—
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%
1% / 0% / 0%