Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
CAPITAL 8 INFINITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
5.13%
6 Months
0.51%
16.71%
1 Year
12.01%
27.85%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
26.02%
Fund Age
3 yrs
2 yrs 6 mo
AUM
₹22.7 Cr
₹177.44 Cr
Alpha – 1 Year
12.36%
23.13%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
22.56%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
0.79
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.96
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−8.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 6% · M 15% · S 32%
Number of Stocks
—
18
Portfolio P/E
—
22.34
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
—
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%