Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
2.85%
6 Months
16.71%
22.81%
1 Year
27.85%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
26.02%
24.49%
Fund Age
2 yrs 6 mo
3 yrs 3 mo
AUM
₹177.44 Cr
₹446.96 Cr
Alpha – 1 Year
23.13%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
22.56%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
0.79
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.96
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−8.91%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 19% · S 80%
Number of Stocks
18
30
Portfolio P/E
22.34
—
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%
—
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
20% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—