Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.13%
10.15%
6 Months
16.71%
31.39%
1 Year
27.85%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
26.02%
28.23%
Fund Age
2 yrs 6 mo
5 yrs 4 mo
AUM
₹177.44 Cr
₹483.07 Cr
Alpha – 1 Year
23.13%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
22.56%
27.77%
Volatility – 3 Years
—
26.19%
Beta – 1 Year
0.79
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.96
0.78
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−8.91%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 12% · M 6% · S 81%
Number of Stocks
18
63
Portfolio P/E
22.34
62.66
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%
—
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%