Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Ksema - Future Frontier Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.13%
3.35%
6 Months
16.71%
27.55%
1 Year
27.85%
—
3 Years
—
—
5 Years
—
—
Since Inception
26.02%
23.98%
Fund Age
2 yrs 6 mo
7 mo
AUM
₹177.44 Cr
₹3.83 Cr
Alpha – 1 Year
23.13%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.79
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
—
Recovery Period
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 18% · M 24% · S 55%
Number of Stocks
18
32
Portfolio P/E
22.34
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%