Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.13%
−0.67%
6 Months
16.71%
−7.55%
1 Year
27.85%
0.34%
3 Years
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5 Years
—
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Since Inception
26.02%
12.70%
Fund Age
2 yrs 6 mo
2 yrs 3 mo
AUM
₹177.44 Cr
₹7.52 Cr
Alpha – 1 Year
23.13%
−2.64%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
22.56%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
0.79
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
-0.50
Sharpe Ratio – 3 Years
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
−8.91%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 6% · M 15% · S 32%
L 71% · M 18% · S 10%
Number of Stocks
18
10
Portfolio P/E
22.34
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
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Fixed Fee
—
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Performance Fee / Plan
20% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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