- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Surge India
+3.27%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ Surge India returned 3.27% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹683 crore across its clients.
Key numbers
- AUM
- ₹683 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 3.14×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −0.98% | −6.03% | +5.05% |
| 3 months | +4.31% | −4.91% | +9.22% |
| 6 months | +21.11% | +2.13% | +18.98% |
| 1 year | +3.27% | −7.09% | +10.36% |
| 2 years | −0.48% | −5.29% | +4.81% |
| 3 years | +15.74% | +6.06% | +9.68% |
| 4 years | +18.24% | +8.48% | +9.76% |
| 5 years | +14.53% | +6.38% | +8.15% |
| Since inception | +11.58% | +10.36% | +1.22% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.41%₹672 Cr
- Cash and other1.59%₹10.85 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6.16 Cr
- Outflow, Sep 2026
- ₹11.06 Cr
- Net, Sep 2026
- −₹4.90 Cr
- Net, FY to date
- −₹44.78 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 3.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Surge India returned?
3.27% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.98%; 3 months: 4.31%; 6 months: 21.11%; 1 year: 3.27%; 2 years: −0.48%; 3 years: 15.74%; 4 years: 18.24%; 5 years: 14.53%; Since inception: 11.58%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 10.36 percentage points ahead.
How much does Surge India manage?
₹683 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Surge India?
Capitalmind Financial Services, a SEBI-registered portfolio manager (INP000005847), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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