Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.13%
8.72%
6 Months
16.71%
28.59%
1 Year
27.85%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
26.02%
20.03%
Fund Age
2 yrs 6 mo
5 yrs 4 mo
AUM
₹177.44 Cr
₹221.27 Cr
Alpha – 1 Year
23.13%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
22.56%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
0.79
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.96
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−8.91%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 19% · M 4% · S 74%
Number of Stocks
18
29
Portfolio P/E
22.34
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –