Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
7.03%
6 Months
16.71%
31.10%
1 Year
27.85%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
26.02%
15.58%
Fund Age
2 yrs 6 mo
16 yrs 9 mo
AUM
₹177.44 Cr
₹132.42 Cr
Alpha – 1 Year
23.13%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
22.56%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
0.79
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.96
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−8.91%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 6% · M 15% · S 32%
M 9% · S 83%
Number of Stocks
18
26
Portfolio P/E
22.34
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%