Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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CAPITAL 8 INFINITY FUND
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy 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%
3.17%
6 Months
16.71%
6.78%
1 Year
27.85%
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
26.02%
8.64%
Fund Age
2 yrs 6 mo
3 yrs 2 mo
AUM
₹177.44 Cr
₹66.61 Cr
Alpha – 1 Year
23.13%
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
0.79
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.41
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 90% · M 10%
Number of Stocks
18
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%
0% / 0% / 0%