Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
CAPITAL 8 INFINITY FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
5.13%
6 Months
−5.38%
16.71%
1 Year
−6.70%
27.85%
3 Years
7.98%
—
5 Years
—
—
Since Inception
7.98%
26.02%
Fund Age
2 yrs 11 mo
2 yrs 6 mo
AUM
₹7.31 Cr
₹177.44 Cr
Alpha – 1 Year
−6.35%
23.13%
Alpha – 3 Years
−1.02%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.44%
22.56%
Volatility – 3 Years
15.65%
—
Beta – 1 Year
1.08
0.79
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.61
0.96
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.15%
−8.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 6% · M 15% · S 32%
Number of Stocks
66
18
Portfolio P/E
27.03
22.34
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%