Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Valtrust equity funds
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Valtrust equity funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.45%
6 Months
2.18%
9.02%
1 Year
−4.96%
18.15%
3 Years
15.69%
18.72%
5 Years
15.58%
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Since Inception
10.95%
22.94%
Fund Age
8 yrs 8 mo
3 yrs 5 mo
AUM
₹649.19 Cr
₹3.73 Cr
Alpha – 1 Year
−4.53%
13.43%
Alpha – 3 Years
7.12%
6.63%
Information Ratio – 3 Years
0.60
1.00
Volatility – 1 Year
15.34%
14.44%
Volatility – 3 Years
18.43%
12.28%
Beta – 1 Year
0.74
0.74
Beta – 3 Years
0.99
0.73
Sharpe Ratio – 1 Year
-0.61
0.86
Sharpe Ratio – 3 Years
0.59
1.04
Worst Rolling Year
-6.10%
18.23%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−22.16%
−12.58%
Recovery Period
122 days
245 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
20.00%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%