Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Xylem Maverick Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.13%
9.42%
6 Months
16.71%
52.78%
1 Year
27.85%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
26.02%
23.72%
Fund Age
2 yrs 6 mo
19 mo
AUM
₹177.44 Cr
₹71.55 Cr
Alpha – 1 Year
23.13%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.56%
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.79
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.96
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.91%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 6% · M 15% · S 32%
S 96%
Number of Stocks
18
19
Portfolio P/E
22.34
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
20% of profit
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%