Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
3.12%
6 Months
16.71%
8.08%
1 Year
27.85%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
26.02%
19.84%
Fund Age
2 yrs 6 mo
6 yrs 11 mo
AUM
₹177.44 Cr
₹3.18 Cr
Alpha – 1 Year
23.13%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
22.56%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.96
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−8.91%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 31% · M 55% · S 12%
Number of Stocks
18
29
Portfolio P/E
22.34
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –