Strategy performance
Surge India-NRI
Capitalmind Financial Services Private Limited · AUM ₹20.8 Cr · as of Sep 2026
Our read
₹100 grew to ₹113.3 since inception (+9.2% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −15.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+4.6% vs benchmark
Since inception
+9.2%
Max drawdown
−15.2%
Volatility
+14.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Surge India-NRI₹113.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.8% | +0.7% | −7.9% | +8.8% | −0.2% | +4.7% | −1.6% | +6.7% | −0.7% | +4.7% | |||
| 2025 | +4.3% | +3.1% | +4.8% | −2.7% | +0.1% | +1.5% | −0.9% | −2.0% | +8.2% |
Metrics
Tearsheet- 1M return
- −0.7%
- 3M return
- +4.2%
- 6M return
- +18.5%
- 1Y return
- +3.1%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.2%
- Total return
- +13.3%
- Average month
- +0.8%
- Median month
- +0.1%
- Average up month
- +3.9%
- Best month
- +8.8%
- Best rolling 12M
- +4.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Surge India-NRI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Surge India-NRI performed?
- Surge India-NRI (Capitalmind Financial Services Private Limited) shows CAGR 9.18% and max drawdown -15.24% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Surge India-NRI CAGR / max drawdown?
- CAGR is 9.18%; max drawdown is -15.24%. We only publish CAGR when there are enough months (≥12 on this track of 17 months). Learn more
- Where do Surge India-NRI returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Surge India-NRI?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more