Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
CAPITAL 8 INFINITY FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
5.13%
6 Months
3.00%
16.71%
1 Year
7.37%
27.85%
3 Years
7.34%
—
5 Years
—
—
Since Inception
8.94%
26.02%
Fund Age
3 yrs 9 mo
2 yrs 6 mo
AUM
₹2.69 Cr
₹177.44 Cr
Alpha – 1 Year
2.65%
23.13%
Alpha – 3 Years
−4.75%
—
Information Ratio – 3 Years
-0.75
—
Volatility – 1 Year
19.15%
22.56%
Volatility – 3 Years
17.20%
—
Beta – 1 Year
1.07
0.79
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.19
0.96
Sharpe Ratio – 3 Years
0.19
—
Worst Rolling Year
6.80%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.30%
−8.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.65%
—
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
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%