Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
2.77%
6 Months
16.71%
8.02%
1 Year
27.85%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
26.02%
14.35%
Fund Age
2 yrs 6 mo
5 yrs 9 mo
AUM
₹177.44 Cr
₹11.85 Cr
Alpha – 1 Year
23.13%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
22.56%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
0.79
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.96
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−8.91%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%