Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.53%
0.30%
6 Months
2.18%
26.99%
1 Year
−4.96%
26.29%
3 Years
15.69%
27.01%
5 Years
15.58%
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Since Inception
10.95%
35.84%
Fund Age
8 yrs 8 mo
4 yrs 3 mo
AUM
₹649.19 Cr
₹521.91 Cr
Alpha – 1 Year
−4.53%
28.33%
Alpha – 3 Years
7.12%
20.36%
Information Ratio – 3 Years
0.60
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Volatility – 1 Year
15.34%
31.27%
Volatility – 3 Years
18.43%
25.96%
Beta – 1 Year
0.74
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.61
0.72
Sharpe Ratio – 3 Years
0.59
0.85
Worst Rolling Year
-6.10%
27.02%
Value at Worst Rolling Year
₹0.94 Cr
₹1.27 Cr
Deepest Drawdown
−22.16%
−26.38%
Recovery Period
122 days
93 days
1-Year Rolling Windows Positive
91.42%
100.00%
Median Rolling Year
20.85%
36.88%
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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49
Portfolio P/E
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21.17
Top 5 Holdings
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Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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