Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
3.10%
6 Months
16.71%
24.70%
1 Year
27.85%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
26.02%
17.31%
Fund Age
2 yrs 6 mo
7 yrs 2 mo
AUM
₹177.44 Cr
₹328.39 Cr
Alpha – 1 Year
23.13%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
22.56%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
0.79
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.96
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−8.91%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
—
Number of Stocks
18
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%