Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.13%
0.30%
6 Months
16.71%
26.99%
1 Year
27.85%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
26.02%
35.84%
Fund Age
2 yrs 6 mo
4 yrs 3 mo
AUM
₹177.44 Cr
₹521.91 Cr
Alpha – 1 Year
23.13%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.79
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−8.91%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
—
Number of Stocks
18
49
Portfolio P/E
22.34
21.17
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%
—
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
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Fixed Fee
—
—
Performance Fee / Plan
20% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—