Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
2.20%
6 Months
16.71%
9.70%
1 Year
27.85%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
26.02%
23.10%
Fund Age
2 yrs 6 mo
3 yrs 6 mo
AUM
₹177.44 Cr
₹24.16 Cr
Alpha – 1 Year
23.13%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
22.56%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.96
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−8.91%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 16% · M 17% · S 63%
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
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%
1% / – / –