Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
ORO-Alpha Value
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.13%
0.44%
6 Months
16.71%
5.47%
1 Year
27.85%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
26.02%
6.04%
Fund Age
2 yrs 6 mo
3 yrs 8 mo
AUM
₹177.44 Cr
₹1.28 Cr
Alpha – 1 Year
23.13%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 42% · M 17% · S 27%
Number of Stocks
18
24
Portfolio P/E
22.34
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%