Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
3.00%
6 Months
16.71%
20.83%
1 Year
27.85%
12.18%
3 Years
—
13.97%
5 Years
—
17.12%
Since Inception
26.02%
15.75%
Fund Age
2 yrs 6 mo
13 yrs 8 mo
AUM
₹177.44 Cr
₹205.48 Cr
Alpha – 1 Year
23.13%
9.20%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
22.56%
27.53%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
0.79
1.45
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.96
0.35
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−8.91%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 6% · M 15% · S 32%
L 17% · M 21% · S 60%
Number of Stocks
18
30
Portfolio P/E
22.34
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%