Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
5.72%
6 Months
16.71%
23.48%
1 Year
27.85%
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
26.02%
18.98%
Fund Age
2 yrs 6 mo
16 yrs 6 mo
AUM
₹177.44 Cr
₹1,885.18 Cr
Alpha – 1 Year
23.13%
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
22.56%
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
0.79
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.96
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−8.91%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 6% · M 15% · S 32%
L 40% · M 32% · S 24%
Number of Stocks
18
28
Portfolio P/E
22.34
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%