Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
1.43%
6 Months
16.71%
0.81%
1 Year
27.85%
7.79%
3 Years
—
9.10%
5 Years
—
—
Since Inception
26.02%
17.42%
Fund Age
2 yrs 6 mo
8 yrs 11 mo
AUM
₹177.44 Cr
₹342.11 Cr
Alpha – 1 Year
23.13%
3.07%
Alpha – 3 Years
—
−2.99%
Information Ratio – 3 Years
—
0.29
Volatility – 1 Year
22.56%
17.73%
Volatility – 3 Years
—
15.85%
Beta – 1 Year
0.79
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.96
0.21
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
9.10%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−8.91%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 40% · M 35% · S 22%
Number of Stocks
18
23
Portfolio P/E
22.34
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%