Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
1.41%
6 Months
16.71%
13.18%
1 Year
27.85%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
26.02%
11.83%
Fund Age
2 yrs 6 mo
4 yrs 11 mo
AUM
₹177.44 Cr
₹31.01 Cr
Alpha – 1 Year
23.13%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
22.56%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.96
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−8.91%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 37% · M 30% · S 33%
Number of Stocks
18
26
Portfolio P/E
22.34
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
—
—
Performance Fee / Plan
20% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—