Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.13%
−3.33%
6 Months
16.71%
24.60%
1 Year
27.85%
7.56%
3 Years
—
20.98%
5 Years
—
—
Since Inception
26.02%
24.10%
Fund Age
2 yrs 6 mo
4 yrs 4 mo
AUM
₹177.44 Cr
₹3.89 Cr
Alpha – 1 Year
23.13%
4.58%
Alpha – 3 Years
—
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
22.56%
32.74%
Volatility – 3 Years
—
27.24%
Beta – 1 Year
0.79
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
0.96
0.20
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−8.91%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
—
Number of Stocks
18
27
Portfolio P/E
22.34
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%