Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
4.88%
6 Months
16.71%
21.32%
1 Year
27.85%
24.13%
3 Years
—
24.49%
5 Years
—
—
Since Inception
26.02%
27.33%
Fund Age
2 yrs 6 mo
4 yrs 10 mo
AUM
₹177.44 Cr
₹3,911.89 Cr
Alpha – 1 Year
23.13%
19.41%
Alpha – 3 Years
—
12.41%
Information Ratio – 3 Years
—
1.08
Volatility – 1 Year
22.56%
23.48%
Volatility – 3 Years
—
21.23%
Beta – 1 Year
0.79
1.26
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.96
0.81
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
22.93%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−8.91%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.10%
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
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%
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Fixed Fee
—
—
Performance Fee / Plan
20% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—