Capitalmind Financial Services Private Limited • Equity
Surge India-NRI is an equity portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 1 Apr 2025. As of 30 Sep 2026, it manages ₹20.67 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +2.71% over 1 year (+5.47% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 9.80 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Krishna Kishore Appala.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -0.71% |
| 3 Months | +4.24% |
| 1 Year | +2.71% |
| Since Inception | +5.47% |
| management fee | Fixed Fees: management Fee 2% |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callSurge India-NRI has a 1-year return of +2.71% and +5.47% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Surge India-NRI returned +2.71% against -7.09% for the Nifty 50 TRI, 9.80 percentage points ahead. Figures as of 30 Sep 2026.
Surge India-NRI is managed by Krishna Kishore Appala at Capitalmind Financial Services. The strategy manages ₹20.67 Cr of client assets as of 30 Sep 2026.
Surge India-NRI manages ₹20.67 Cr of client assets as of 30 Sep 2026.
The fee structure for Surge India-NRI includes: management fee: Fixed Fees: management Fee 2%; exit load: NIL.
The minimum investment for Surge India-NRI is ₹50 Lakhs.
Surge India-NRI was launched on 1 Apr 2025. It has a 1-year track record.
Description
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