Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
4.42%
6 Months
16.71%
4.79%
1 Year
27.85%
−0.59%
3 Years
—
11.57%
5 Years
—
13.86%
Since Inception
26.02%
15.96%
Fund Age
2 yrs 6 mo
5 yrs 5 mo
AUM
₹177.44 Cr
₹45.81 Cr
Alpha – 1 Year
23.13%
−5.31%
Alpha – 3 Years
—
−0.52%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
22.56%
21.96%
Volatility – 3 Years
—
17.35%
Beta – 1 Year
0.79
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.96
-0.16
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−8.91%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 23% · M 4% · S 73%
Number of Stocks
18
16
Portfolio P/E
22.34
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%