Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
0.36%
6 Months
16.71%
5.01%
1 Year
27.85%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
26.02%
10.94%
Fund Age
2 yrs 6 mo
6 yrs 11 mo
AUM
₹177.44 Cr
₹122.91 Cr
Alpha – 1 Year
23.13%
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
22.56%
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
0.79
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.96
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−8.91%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
54.01%
Median Rolling Year
—
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 6% · M 15% · S 32%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%