Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs JM-Apex
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
5.10%
6 Months
16.71%
17.39%
1 Year
27.85%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
26.02%
19.54%
Fund Age
2 yrs 6 mo
3 yrs 6 mo
AUM
₹177.44 Cr
₹615.02 Cr
Alpha – 1 Year
23.13%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
0.79
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
—
Number of Stocks
18
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%