Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
4.38%
6 Months
16.71%
19.54%
1 Year
27.85%
15.57%
3 Years
—
20.08%
5 Years
—
21.78%
Since Inception
26.02%
32.33%
Fund Age
2 yrs 6 mo
5 yrs 10 mo
AUM
₹177.44 Cr
₹5,864.1 Cr
Alpha – 1 Year
23.13%
10.85%
Alpha – 3 Years
—
8.00%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
22.56%
22.27%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
0.79
1.15
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.96
0.52
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
20.10%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−8.91%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 15% · M 28% · S 52%
Number of Stocks
18
38
Portfolio P/E
22.34
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%