Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
3.40%
6 Months
16.71%
21.77%
1 Year
27.85%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
26.02%
24.82%
Fund Age
2 yrs 6 mo
3 yrs 1 mo
AUM
₹177.44 Cr
₹415.03 Cr
Alpha – 1 Year
23.13%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
22.56%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
0.79
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.96
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−8.91%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
M 2% · S 95%
Number of Stocks
18
—
Portfolio P/E
22.34
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
20% of profit
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –