CAPITAL MIND-NRI Surge India PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

CAPITAL MIND-NRI Surge India

Fund size₹19 Cr

IRRSince inception1.69%

1Y return-5.55%

Fund age15 mo

Fund Manager

Krishna Appala

Fund Manager, PMS, Capitalmind

Krishna Appala has 13 years of experience spanning equity research, portfolio management, and business analysis. Previously, he held roles at Publicis Sapient, Societe Generale, and Fiserv India, building expertise in financial strategy, risk management, and data-driven decision-making. Krishna holds an MBA from IMT Ghaziabad, a PG Diploma from IIIT Bangalore, and a B.Tech from JNTUK University.

Managing AUM₹356 Cr

Growth of₹Cr

CAPITAL MIND NRI Surge India

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
CAPITAL MIND NRI Surge India	−1.62%	−5.55%	—	—	—	1.69%
NIFTY 50 TRI	−5.93%	−0.43%	—	—	—	5.33%
Excess over benchmark	4.31%	−5.12%	—	—	—	−3.64%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.

Risk : What you take on to earn the return

Volatility

14.61%

Benchmark approx 14.63%

A standard deviation reflecting historical swings.

Sensitivity

0.78

Beta vs benchmark 1.00 · 22% less reactive

How strongly the scheme moves with the index.

Risk-reward

−0.70

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −15.59%. It has not yet recovered.

Max drawdowns

−15.59%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−15.59%	–	–	–
Benchmark	31 Jul 2025	30 Mar 2026	−15.08%	242 days	–	–

Scheme

Peak–

Trough–

Depth−15.59%

Fell over–

Recovered–

Recovery took–

Benchmark

Peak31 Jul 2025

Trough30 Mar 2026

Depth−15.08%

Fell over242 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026

Fees

A fixed plan is cheaper when returns are strong.

FixedPlan A · Simple

Fixed Management Fee2.00% / yr

Performance FeeNone

Hurdle RateNot applicable

Lock-in: Nil.

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