Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
3.74%
6 Months
16.71%
1.17%
1 Year
27.85%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
26.02%
16.58%
Fund Age
2 yrs 6 mo
4 yrs 5 mo
AUM
₹177.44 Cr
₹72.15 Cr
Alpha – 1 Year
23.13%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.79
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−8.91%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
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%
—
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%