Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
CAPITAL 8 INFINITY FUND
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
5.13%
6 Months
−2.04%
16.71%
1 Year
−0.53%
27.85%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
26.02%
Fund Age
18 mo
2 yrs 6 mo
AUM
₹43.74 Cr
₹177.44 Cr
Alpha – 1 Year
−3.51%
23.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
22.56%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.79
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.96
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−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 36% · M 15% · S 46%
L 6% · M 15% · S 32%
Number of Stocks
19
18
Portfolio P/E
9.63
22.34
Top 5 Holdings
PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
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%