Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
2.64%
6 Months
16.71%
5.29%
1 Year
27.85%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
26.02%
12.31%
Fund Age
2 yrs 6 mo
3 yrs 11 mo
AUM
₹177.44 Cr
₹56.94 Cr
Alpha – 1 Year
23.13%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
22.56%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
0.79
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.96
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−8.91%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%