Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
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
−0.50%
5.13%
6 Months
10.26%
16.71%
1 Year
20.10%
27.85%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
26.02%
Fund Age
18 mo
2 yrs 6 mo
AUM
₹79.16 Cr
₹177.44 Cr
Alpha – 1 Year
17.12%
23.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
22.56%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
0.79
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.96
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
−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 8% · M 7% · S 61%
L 6% · M 15% · S 32%
Number of Stocks
66
18
Portfolio P/E
52.54
22.34
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%