Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
4.61%
6 Months
16.71%
3.41%
1 Year
27.85%
20.00%
3 Years
—
24.29%
5 Years
—
—
Since Inception
26.02%
15.71%
Fund Age
2 yrs 6 mo
4 yrs 7 mo
AUM
₹177.44 Cr
₹129.22 Cr
Alpha – 1 Year
23.13%
15.28%
Alpha – 3 Years
—
12.20%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
22.56%
22.01%
Volatility – 3 Years
—
22.99%
Beta – 1 Year
0.79
0.67
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.96
0.70
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−8.91%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
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%