Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.13%
2.97%
6 Months
16.71%
18.69%
1 Year
27.85%
17.43%
3 Years
—
—
5 Years
—
—
Since Inception
26.02%
17.76%
Fund Age
2 yrs 6 mo
2 yrs 9 mo
AUM
₹177.44 Cr
₹197.55 Cr
Alpha – 1 Year
23.13%
17.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
20.32%
Volatility – 3 Years
—
—
Beta – 1 Year
0.79
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.63
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 18% · M 24% · S 51%
Number of Stocks
18
35
Portfolio P/E
22.34
35.70
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 · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
20% of profit
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%