Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Tulsian - PMS
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%
2.21%
6 Months
2.18%
21.04%
1 Year
−4.96%
21.34%
3 Years
15.69%
19.08%
5 Years
15.58%
23.67%
Since Inception
10.95%
—
Fund Age
8 yrs 8 mo
6 yrs 4 mo
AUM
₹649.19 Cr
₹364.08 Cr
Alpha – 1 Year
−4.53%
21.69%
Alpha – 3 Years
7.12%
10.08%
Information Ratio – 3 Years
0.60
0.52
Volatility – 1 Year
15.34%
32.28%
Volatility – 3 Years
18.43%
28.08%
Beta – 1 Year
0.74
1.47
Beta – 3 Years
0.99
1.60
Sharpe Ratio – 1 Year
-0.61
0.58
Sharpe Ratio – 3 Years
0.59
0.57
Worst Rolling Year
-6.10%
15.61%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−22.16%
−31.98%
Recovery Period
122 days
457 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%