Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.13%
2.21%
6 Months
16.71%
21.04%
1 Year
27.85%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
26.02%
—
Fund Age
2 yrs 6 mo
6 yrs 4 mo
AUM
₹177.44 Cr
₹364.08 Cr
Alpha – 1 Year
23.13%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
22.56%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.79
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.96
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−8.91%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
20% of profit
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%