Capital 8 Infinity Fund

Capital 8 LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
2 February 2024
Min. Investment
₹8,00,00,000
AUM (Cr.)
₹130.99
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Information regarding the inherent risks of this investment strategy, along with general risks pertaining to equity investments, is detailed within our comprehensive disclosure document. This document can be accessed at: https://www.capital8.in/resources.

Investment Objective

This investment strategy seeks to achieve substantial capital growth primarily through equity allocations. The objective is to deliver long-term wealth enhancement for investors by constructing a well-diversified portfolio comprising high-calibre businesses spanning various industries and market capitalization segments.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.66% -0.24% 1.90%
3 MONTHS 1.74% 5.02% -3.28%
6 MONTHS 0.04% 1.63% -1.59%
1 YEAR 4.24% 7.63% -3.39%
SINCE INCEPTION 21.08% 11.18% 9.90%

Calendar Year Performance

Year Return
CY 2025 4.24%

Financial Year Performance

Year Return
FY 26_YTD 17.84%
FY 25 19.30%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Ms Panna Bhandari

Fund Manager

Capital 8 was founded by Panna Bhandari, following nearly ten years of successful leadership at Emerald Investments. Ms. Bhandari brings over 11 years of experience within the financial sector, holding the Certified Financial Planner (CFP®) designation. Her expertise encompasses equity and debt market analysis, investment strategy formulation, corporate treasury operations, and the establishment of family office policies. At Capital 8, Ms. Bhandari employs a top-down market analysis framework. This methodology involves a detailed assessment of inter-market dynamics, including the relationships between interest rates, foreign exchange, fixed income securities, and equities. Through this rigorous research process, she develops optimized asset allocation strategies designed to generate superior returns for High Net Worth Individuals (HNIs). Her equity management philosophy centers on identifying and capitalizing on market opportunities and strategic sector allocations. This approach is coupled with prudent risk management practices, aiming to elevate portfolio performance through a profound understanding of prevailing macroeconomic conditions.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Kotak Equity Arbitrage Fund 19.83%
  • Steel Authority of India Ltd 14.46%
  • Sterlite Technologies Ltd 10.43%
  • DSP Ultra Short Fund 9.69%
  • Axis Money Market Fund 9.61%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
64.02%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 10 Months
sip
Available
stp
Available

Fee Structure

Variable Fee

AMC:

Hurdle:

Profit Sharing:

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)