Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
5.54%
6 Months
16.71%
29.52%
1 Year
27.85%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
26.02%
21.22%
Fund Age
2 yrs 6 mo
9 yrs 10 mo
AUM
₹177.44 Cr
₹374.43 Cr
Alpha – 1 Year
23.13%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
22.56%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
0.79
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
0.96
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−8.91%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
M 4% · S 95%
Number of Stocks
18
29
Portfolio P/E
22.34
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%