Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
CAPITAL 8 INFINITY FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
5.13%
6 Months
3.75%
16.71%
1 Year
−5.76%
27.85%
3 Years
3.98%
—
5 Years
6.05%
—
Since Inception
9.94%
26.02%
Fund Age
7 yrs 9 mo
2 yrs 6 mo
AUM
₹45.09 Cr
₹177.44 Cr
Alpha – 1 Year
−8.74%
23.13%
Alpha – 3 Years
−7.91%
—
Information Ratio – 3 Years
-1.11
—
Volatility – 1 Year
21.69%
22.56%
Volatility – 3 Years
18.00%
—
Beta – 1 Year
1.21
0.79
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.42
0.96
Sharpe Ratio – 3 Years
0.01
—
Worst Rolling Year
3.08%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−29.01%
−8.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.65%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 6% · M 15% · S 32%
Number of Stocks
43
18
Portfolio P/E
—
22.34
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
2% of profit
20% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%