Capitalmind Financial Services Private Limited • Equity
Surge India is an equity portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 3 Nov 2017. As of 30 Sep 2026, it manages ₹683 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +3.27% over 1 year, +15.74% over 3 years and +14.53% over 5 years (+11.58% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 9.68 percentage points ahead of its benchmark. Its 3-year return ranks 20th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹1 Rupees. The strategy is managed by Krishna Kishore Appala.
Ranked nearby on 3-year return: Growth (+15.77%), Piper Serica Leader Portfolio Strategy (+15.75%), Optimiser Portfolio (+15.63%), Ambit Alpha Growth Portfolio (+14.78%).
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 | -0.98% |
| 3 Months | +4.31% |
| 1 Year | +3.27% |
| 3 Years | +15.74% |
| 5 Years | +14.53% |
| Since Inception | +11.58% |
| management fee | Fixed Fees: Nil |
| performance fee | Variable Fees: Management fees 1% |
| 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 has a 1-year return of +3.27%, a 3-year return of +15.74%, a 5-year return of +14.53% and +11.58% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Surge India returned +14.53% against +6.38% for the Nifty 50 TRI, 8.15 percentage points ahead. Over 3 years it returned +15.74% against +6.06%; Over 1 year it returned +3.27% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Surge India's 3-year return of +15.74% ranks 20th as of 30 Sep 2026.
Surge India is managed by Krishna Kishore Appala at Capitalmind Financial Services. The strategy manages ₹683 Cr of client assets as of 30 Sep 2026.
Surge India manages ₹683 Cr of client assets as of 30 Sep 2026.
The fee structure for Surge India includes: management fee: Fixed Fees: Nil; performance fee: Variable Fees: Management fees 1%; exit load: Nil.
The minimum investment for Surge India is ₹1 Rupees.
Surge India was launched on 3 Nov 2017. It has an 8-year track record.
Description
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