Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Unifi APJ 20*
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%
3.07%
6 Months
2.18%
13.63%
1 Year
−4.96%
10.76%
3 Years
15.69%
13.00%
5 Years
15.58%
13.13%
Since Inception
10.95%
20.07%
Fund Age
8 yrs 8 mo
10 yrs 11 mo
AUM
₹649.19 Cr
₹942.94 Cr
Alpha – 1 Year
−4.53%
6.04%
Alpha – 3 Years
7.12%
0.91%
Information Ratio – 3 Years
0.60
0.27
Volatility – 1 Year
15.34%
18.61%
Volatility – 3 Years
18.43%
17.55%
Beta – 1 Year
0.74
1.02
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
-0.61
0.35
Sharpe Ratio – 3 Years
0.59
0.49
Worst Rolling Year
-6.10%
-10.32%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−22.16%
−17.59%
Recovery Period
122 days
518 days
1-Year Rolling Windows Positive
91.42%
95.82%
Median Rolling Year
20.85%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
Top 5 Holdings
—
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—