Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
8.45%
6 Months
16.71%
29.49%
1 Year
27.85%
37.09%
3 Years
—
18.49%
5 Years
—
12.39%
Since Inception
26.02%
18.64%
Fund Age
2 yrs 6 mo
10 yrs 3 mo
AUM
₹177.44 Cr
₹1,760.35 Cr
Alpha – 1 Year
23.13%
32.37%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
22.56%
25.02%
Volatility – 3 Years
—
18.27%
Beta – 1 Year
0.79
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.96
1.18
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−8.91%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 11% · S 71%
Number of Stocks
18
13
Portfolio P/E
22.34
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%