Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
−3.10%
6 Months
16.71%
2.63%
1 Year
27.85%
−0.59%
3 Years
—
7.10%
5 Years
—
6.17%
Since Inception
26.02%
16.60%
Fund Age
2 yrs 6 mo
7 yrs 4 mo
AUM
₹177.44 Cr
₹226.32 Cr
Alpha – 1 Year
23.13%
−0.16%
Alpha – 3 Years
—
−1.47%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
22.56%
15.34%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
0.79
0.73
Beta – 3 Years
—
0.82
Sharpe Ratio – 1 Year
0.96
-0.32
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
7.10%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−8.91%
−28.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
—
Number of Stocks
18
—
Portfolio P/E
22.34
—
Top 5 Holdings
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
—
1.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%