Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.13%
1.47%
6 Months
16.71%
5.42%
1 Year
27.85%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
26.02%
11.08%
Fund Age
2 yrs 6 mo
9 yrs 11 mo
AUM
₹177.44 Cr
₹66.05 Cr
Alpha – 1 Year
23.13%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
22.56%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.79
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.96
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−8.91%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 84% · M 12%
Number of Stocks
18
23
Portfolio P/E
22.34
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
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Fixed Fee
—
—
Performance Fee / Plan
20% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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