Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
4.29%
6 Months
16.71%
2.17%
1 Year
27.85%
7.07%
3 Years
—
15.12%
5 Years
—
—
Since Inception
26.02%
19.80%
Fund Age
2 yrs 6 mo
7 yrs 3 mo
AUM
₹177.44 Cr
₹7.19 Cr
Alpha – 1 Year
23.13%
7.50%
Alpha – 3 Years
—
6.56%
Information Ratio – 3 Years
—
1.22
Volatility – 1 Year
22.56%
19.38%
Volatility – 3 Years
—
16.31%
Beta – 1 Year
0.79
1.18
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.96
0.17
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
14.31%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−8.91%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 73% · M 25%
Number of Stocks
18
100
Portfolio P/E
22.34
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –