Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.13%
−0.16%
6 Months
16.71%
−3.46%
1 Year
27.85%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
26.02%
−3.49%
Fund Age
2 yrs 6 mo
14 mo
AUM
₹177.44 Cr
₹116.7 Cr
Alpha – 1 Year
23.13%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
0.79
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 83% · M 6% · S 9%
Number of Stocks
18
26
Portfolio P/E
22.34
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—