Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
CAPITAL 8 INFINITY FUND
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
5.13%
6 Months
6.05%
16.71%
1 Year
15.36%
27.85%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
26.02%
Fund Age
2 yrs 10 mo
2 yrs 6 mo
AUM
₹1.33 Cr
₹177.44 Cr
Alpha – 1 Year
15.71%
23.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
22.56%
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
0.79
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.96
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
−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 56% · M 10% · S 0%
L 6% · M 15% · S 32%
Number of Stocks
7
18
Portfolio P/E
—
22.34
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
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 · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
0% / 0% / 0%