Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.13%
0.12%
6 Months
16.71%
0.78%
1 Year
27.85%
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
26.02%
4.91%
Fund Age
2 yrs 6 mo
2 yrs 3 mo
AUM
₹177.44 Cr
₹1.52 Cr
Alpha – 1 Year
23.13%
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
0.79
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
−13.58%
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 64% · M 1% · S 35%
Number of Stocks
18
28
Portfolio P/E
22.34
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%