Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
7.67%
6 Months
16.71%
27.70%
1 Year
27.85%
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
26.02%
18.55%
Fund Age
2 yrs 6 mo
16 yrs 2 mo
AUM
₹177.44 Cr
₹1,022.92 Cr
Alpha – 1 Year
23.13%
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
22.56%
28.29%
Volatility – 3 Years
—
20.76%
Beta – 1 Year
0.79
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.96
1.33
Sharpe Ratio – 3 Years
—
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−8.91%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 22% · M 32% · S 42%
Number of Stocks
18
26
Portfolio P/E
22.34
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%