Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
CAPITAL 8 INFINITY FUND
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
5.13%
6 Months
3.88%
16.71%
1 Year
−7.98%
27.85%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
26.02%
Fund Age
5 yrs 3 mo
2 yrs 6 mo
AUM
₹106.37 Cr
₹177.44 Cr
Alpha – 1 Year
−10.96%
23.13%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
22.56%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.79
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.96
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 6% · M 15% · S 32%
Number of Stocks
—
18
Portfolio P/E
—
22.34
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
—
Performance Fee / Plan
2% of profit
20% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%