Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.13%
9.87%
6 Months
16.71%
46.37%
1 Year
27.85%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
26.02%
39.89%
Fund Age
2 yrs 6 mo
20 mo
AUM
₹177.44 Cr
₹147.17 Cr
Alpha – 1 Year
23.13%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
0.79
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
−21.24%
Recovery Period
Not yet recovered
58 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
20% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%