Analysis & Commentary
The Returns You See Vs. The Returns You Keep
The advice to "stay invested" is easy to give. It's also suspiciously convenient when it comes...
Anoop Vijaykumar
Surge India Strategy
Ride India's structural growth through disciplined stock selection.
Invest in the mega trends shaping India's future with companies leading the nation's economic transformation.
Navigating India with Structured Conviction & Philosophy
A 30+ stock fundamental portfolio across market caps, focused on companies driving India's next wave of structural growth.
Investing in Mega Trends
From financialization, logistics transformation to Import Substitution and broader shifts in domestic consumption, the multi-decadal changes likely to transform India.
Strong Risk Management
We look for managements that walk the talk when it comes to doing what they say. We also prefer managements who act as fiduciaries for their shareholders.
Decadal Growth Potential
We look for companies with large addressable markets, strong track records of execution and at an inflection point of potential growth. That growth potential needs to be matched with execution.
Special Situations
Up to 20% of the portfolio is allocated to opportunities arising out of corporate actions including mergers or demergers, spin-offs of individual business.
How Surge India Helps
Unwavering Focus, Airtight Strategy
A focused play on India's key growth themes across sectors designed to capture long-term structural opportunities with discipline.
Domestic Consumption
We invest in visionary companies capturing India's rising consumption, driven by growing incomes and expanding consumer demand.
Logistics & Infrastrucutre
Invest in companies transforming logistics and infrastructure, enabling faster supply chains and a more connected, efficient India.
Import Substitution
Back businesses driving import substitution, strengthening domestic manufacturing and reducing reliance on global supply chains.
Financialization
Back India's evolving financial ecosystem, driving inclusion, innovation, and growth through smarter, more accessible financial solutions.
Energy Independence
Back companies driving India's energy independence, advancing clean alternatives and reducing reliance on fossil fuel imports.
Performance as of March 31 2026
The result of staying disciplined through evolving market cycles.
A 7-year view of Surge India's periodic returns compared against the NIFTY50 TRI, across market cycles.
2520151050-5-10-15
3 Months6 Months1 Year2 Years3 Years4 Years5 Years6 Years7 Years
| Period | Surge India | NIFTY50 TRI |
|---|---|---|
| 3 Months | -5.4% | -7.8% |
| 6 Months | -11.2% | -5.3% |
| 1 Year | 6% | 7.3% |
| 2 Years | 3.8% | 2.6% |
| 3 Years | 20.6% | 10.9% |
| 4 Years | 12.1% | 8.5% |
| 5 Years | 16.3% | 10.9% |
| 6 Years | 20.6% | 17.8% |
| 7 Years | 15.5% | 10.9% |
We help you uncover gaps in your wealth plan
Your investments sit across five different apps, three banks, and a folder of paper statements. No single view tells you what you actually own.
Your RM, your broker, your CA, each solves a different problem. Nobody is responsible for how those decisions come together.
Advisors are quick to recommend new investments, but slow to tell you when to exit, rebalance, or protect what you've already built.
Nobody is watching your portfolio end-to-end — tracking risk, tax efficiency, and asset allocation as one connected plan.
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Frequently Asked Questions
SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services, including Surge India.
You'll receive a Monthly Fund Manager report, along with full visibility into your holdings at any time.
Yes. PMS investments are not locked in — you can redeem your holdings, subject to standard settlement timelines.
Yes, Capitalmind Portfolio Managers is a SEBI-registered portfolio management service.
Book a call with our team, complete KYC and the onboarding agreement, and your portfolio construction begins from there.