CAPITAL 8 INFINITY FUND PMS: Returns, Portfolio & Fees

PMS · Equity · Flexi Cap

CAPITAL 8 INFINITY FUND

Fund size₹177 Cr

IRRSince inception26.02%

1Y return27.85%

Fund age2 yrs 6 mo

Fund Manager

PANNA BHANDARI

Fund Manager, PMS, CAPITAL 8

"Panna Bhandari established Capital 8 after successfully managing Emerald Investments for almost a decade. With over 11 years of experience in the financial industry, she is a Certified Financial Planner CFP® specializing in equity and debt market analysis, investment planning, corporate treasury management, and family office policy development. At Capital 8, Panna leverages a top-down market analysis approach, meticulously examining inter-market relations among interest rates, currencies, bonds, and equities. This comprehensive research methodology enables her to craft optimal asset allocation strategies and deliver superior returns for High Net Worth Individuals (HNIs). Her approach to equity management involves identifying and leveraging market opportunities and sector allocation, carefully managing risk, and striving to enhance portfolio performance through a deep understanding of macroeconomic factors."

Managing AUM₹177 Cr

Growth of₹Cr

CAPITAL 8 INFINITY

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
CAPITAL 8 INFINITY	25.29%	27.85%	12.15%	—	—	26.02%
Nifty 500	−1.02%	4.72%	−0.11%	—	—	7.55%
Excess over benchmark	26.31%	23.13%	12.26%	—	—	18.47%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

22.56%

Benchmark approx 15.90%

A standard deviation reflecting historical swings.

Sensitivity

0.79

Beta vs benchmark 1.00 · 21% less reactive

How strongly the scheme moves with the index.

Risk-reward

0.96

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −8.91%. It has not yet recovered.

Max drawdowns

−8.91%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−8.91%	–	–	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−8.91%

Fell over–

Recovered–

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−14.69%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

22.34

P/B ratio

3.71

Dividend yield

1.15%

Avg market cap

₹54,796 Cr

Asset class

Equity

Market cap

Large cap5.83%

Mid cap14.82%

Small cap31.94%

Cash & others47.41%

As on 31 Aug 2026

Fees

VariablePlan A · Performance Linked

Fixed Management FeeNone

Performance Fee20% of profit

Hurdle RateNot applicable

No exit load. Lock-in: Nil.

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