Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
0.40%
6 Months
16.71%
4.60%
1 Year
27.85%
−5.85%
3 Years
—
5.64%
5 Years
—
—
Since Inception
26.02%
−0.46%
Fund Age
2 yrs 6 mo
4 yrs 7 mo
AUM
₹177.44 Cr
₹87.75 Cr
Alpha – 1 Year
23.13%
−8.83%
Alpha – 3 Years
—
−6.25%
Information Ratio – 3 Years
—
-0.73
Volatility – 1 Year
22.56%
16.46%
Volatility – 3 Years
—
15.18%
Beta – 1 Year
0.79
0.88
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.96
-0.62
Sharpe Ratio – 3 Years
—
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−8.91%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%