Source: SEBI Portfolio Manager Monthly Report

Surge India

Performance

Asset Class: EQUITY ; AUM: Rs. 770.25 cr; Sharpe Ratio: 0.53 ; Information Ratio: 65.49

Assets Under Management

from 2022-12-31 through 2026-02-28 .

Adaptive Momentum

Performance

Asset Class: EQUITY ; AUM: Rs. 339.03 cr; Sharpe Ratio: 0.05 ; Information Ratio: -17.87

Assets Under Management

from 2023-10-31 through 2026-02-28 .

All Weather Equity

Performance

Asset Class: EQUITY ; AUM: Rs. 267.64 cr; Sharpe Ratio: 0.86 ; Information Ratio: 56.18

Assets Under Management

from 2022-07-31 through 2026-02-28 .

Index (Market)

Performance

Asset Class: EQUITY ; AUM: Rs. 220.18 cr; Sharpe Ratio: 0.37 ; Information Ratio: -12.26

Assets Under Management

from 2021-02-28 through 2026-02-28 .

Strategic Debt

Performance

Asset Class: DEBT ; AUM: Rs. 51.01 cr; Sharpe Ratio: -0.68 ; Information Ratio: -77.98

Assets Under Management

from 2021-02-28 through 2026-02-28 .

Capitalmind Smartcore

Performance

Asset Class: EQUITY ; AUM: Rs. 26.76 cr; Sharpe Ratio: 0.12 ; Information Ratio: 99.48

Assets Under Management

from 2025-01-31 through 2026-02-28 .

Custom Portfolio 19

Performance

Asset Class: EQUITY ; AUM: Rs. 22.21 cr; Sharpe Ratio: 0.33 ; Information Ratio: -9.94

Assets Under Management

from 2022-06-30 through 2026-02-28 .

Custom Portfolio 22

Performance

Asset Class: EQUITY ; AUM: Rs. 15.79 cr; Sharpe Ratio: -1.19 ; Information Ratio: -54.93

Assets Under Management

from 2023-11-30 through 2026-02-28 .

Custom Portfolio 1

Performance

Asset Class: DEBT ; AUM: Rs. 7.6 cr; Sharpe Ratio: -0.93 ; Information Ratio: -105.47

Assets Under Management

from 2021-02-28 through 2026-02-28 .

Capitalmind Resilient

Performance

Asset Class: EQUITY ; AUM: Rs. 2.62 cr; Sharpe Ratio: -0.57 ; Information Ratio: -143.01

Assets Under Management

from 2023-10-31 through 2026-02-28 .

Aggressive Debt

Performance

Asset Class: EQUITY ; AUM: Rs. 2.01 cr; Sharpe Ratio: -0.24 ; Information Ratio: -70.65

Assets Under Management

from 2022-07-31 through 2026-02-28 .

Custom Portfolio 2

Performance

Asset Class: EQUITY ; AUM: Rs. 0.64 cr; Sharpe Ratio: 0.48 ; Information Ratio: 16.3

Assets Under Management

from 2021-02-28 through 2026-02-28 .

Sticker Shock

Performance

Asset Class: EQUITY ; AUM: Rs. 0.14 cr; Sharpe Ratio: -0.33 ; Information Ratio: -116.43

Assets Under Management

from 2021-02-28 through 2026-02-28 .


Historical (pre-2021)

Performance

Assets Under Management

   

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