Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
1.15%
6 Months
16.71%
3.53%
1 Year
27.85%
−0.08%
3 Years
—
14.56%
5 Years
—
12.33%
Since Inception
26.02%
18.88%
Fund Age
2 yrs 6 mo
16 yrs 7 mo
AUM
₹177.44 Cr
₹1,574.57 Cr
Alpha – 1 Year
23.13%
0.35%
Alpha – 3 Years
—
5.99%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
22.56%
16.64%
Volatility – 3 Years
—
15.28%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.96
-0.25
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
-0.31%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−8.91%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.36%
Median Rolling Year
—
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 39% · M 8% · S 47%
Number of Stocks
18
33
Portfolio P/E
22.34
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%