PMS · Equity · Multi Cap
Capitalmind - Surge India
Fund size₹649 Cr
Alpha (3Y)7.21%
3Y return15.69%
Fund age8 yrs 8 mo
Fund Manager
Growth of₹Cr
Capitalmind Surge India
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Capitalmind Surge India | −1.11% | −4.96% | −3.99% | 15.69% | 15.58% | 10.95% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | 10.41% | 12.70% |
| Excess over benchmark | 4.82% | −4.53% | −4.05% | 7.12% | 5.17% | −1.75% |
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
18.43%
Benchmark approx 13.29%
A standard deviation reflecting historical swings.
Sensitivity
0.99
Beta vs benchmark 1.00 · 1% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.59
Sharpe
Excess return gained per unit of volatility.
Capture ratio
125 / 89
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −22.16% from its 30 Aug 2024 peak to a 28 Feb 2025 trough, and recovered on 30 Jun 2025 after 122 days.
Max drawdowns
−22.16%
Recovery period
122 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Aug 2024 | 28 Feb 2025 | −22.16% | 182 days | 30 Jun 2025 | 122 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak30 Aug 2024
Trough28 Feb 2025
Depth−22.16%
Fell over182 days
Recovered30 Jun 2025
Recovery took122 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 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 3Y window · As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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