Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Magadh - Future Stars
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
3.10%
6 Months
16.71%
4.24%
1 Year
27.85%
17.00%
3 Years
—
21.79%
5 Years
—
20.77%
Since Inception
26.02%
20.65%
Fund Age
2 yrs 6 mo
5 yrs
AUM
₹177.44 Cr
₹88.27 Cr
Alpha – 1 Year
23.13%
12.28%
Alpha – 3 Years
—
9.70%
Information Ratio – 3 Years
—
1.38
Volatility – 1 Year
22.56%
20.96%
Volatility – 3 Years
—
18.52%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.96
0.60
Sharpe Ratio – 3 Years
—
1.04
Worst Rolling Year
—
21.72%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−8.91%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 19% · M 45% · S 35%
Number of Stocks
18
25
Portfolio P/E
22.34
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0% / 0%