Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
4.17%
6 Months
16.71%
19.62%
1 Year
27.85%
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
26.02%
23.13%
Fund Age
2 yrs 6 mo
6 yrs 7 mo
AUM
₹177.44 Cr
₹2,332.81 Cr
Alpha – 1 Year
23.13%
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
22.56%
26.11%
Volatility – 3 Years
—
21.82%
Beta – 1 Year
0.79
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.96
0.33
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−8.91%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 14% · M 33% · S 52%
Number of Stocks
18
33
Portfolio P/E
22.34
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%