- Manager
- Capitalmind Financial Services
- Service
- Discretionary
- Asset class
- Equity
Surge India-NRI
+2.71%
1-year return
Benchmark Nifty Total Return Index −7.09% · to 30 Sep 2026
Capitalmind Financial Services’ Surge India-NRI returned 2.71% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty Total Return Index. It managed ₹20.67 crore across its clients.
Key numbers
- AUM
- ₹20.67 Cr
- Benchmark
- Nifty Total Return Index
- Turnover, past year
- 2.30×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Total Return Index | Difference |
|---|---|---|---|
| 1 month | −0.71% | −6.03% | +5.32% |
| 3 months | +4.24% | −4.91% | +9.15% |
| 6 months | +18.52% | +2.13% | +16.39% |
| 1 year | +2.71% | −7.09% | +9.80% |
| Since inception | +5.47% | −1.30% | +6.77% |
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 equity97.15%₹20.08 Cr
- Cash and other2.61%₹0.54 Cr
- Mutual funds0.29%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.05 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹0.05 Cr
- Net, FY to date
- ₹3.29 Cr
- Turnover, month
- 0.21×
- Turnover, past year
- 2.30×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Surge India-NRI returned?
2.71% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.71%; 3 months: 4.24%; 6 months: 18.52%; 1 year: 2.71%; Since inception: 5.47%.
How has it done against its benchmark?
Its benchmark, the Nifty Total Return Index, returned −7.09% over the year, so the strategy was 9.80 percentage points ahead.
How much does Surge India-NRI manage?
₹20.67 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-NRI?
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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