Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Right Horizons - All Seasons
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.13%
1.32%
6 Months
16.71%
3.83%
1 Year
27.85%
9.77%
3 Years
—
13.19%
5 Years
—
12.01%
Since Inception
26.02%
14.38%
Fund Age
2 yrs 6 mo
6 yrs 8 mo
AUM
₹177.44 Cr
₹42.66 Cr
Alpha – 1 Year
23.13%
3.80%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
22.56%
15.84%
Volatility – 3 Years
—
12.64%
Beta – 1 Year
0.79
1.56
Beta – 3 Years
—
1.48
Sharpe Ratio – 1 Year
0.96
0.32
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
9.09%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−8.91%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%