Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
−0.46%
6 Months
16.71%
6.77%
1 Year
27.85%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
26.02%
10.29%
Fund Age
2 yrs 6 mo
4 yrs 2 mo
AUM
₹177.44 Cr
₹9.69 Cr
Alpha – 1 Year
23.13%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
22.56%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.96
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−8.91%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
L 41% · M 53%
Number of Stocks
18
22
Portfolio P/E
22.34
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –