Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
QED Capital - Alphabets
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.25%
6 Months
3.88%
7.44%
1 Year
−7.98%
14.27%
3 Years
11.06%
13.32%
5 Years
10.06%
10.94%
Since Inception
11.56%
15.43%
Fund Age
5 yrs 3 mo
5 yrs 4 mo
AUM
₹106.37 Cr
₹21.45 Cr
Alpha – 1 Year
−10.96%
9.55%
Alpha – 3 Years
−0.82%
1.23%
Information Ratio – 3 Years
0.00
0.37
Volatility – 1 Year
16.00%
12.68%
Volatility – 3 Years
17.59%
17.36%
Beta – 1 Year
0.79
0.58
Beta – 3 Years
0.97
0.73
Sharpe Ratio – 1 Year
-0.78
0.70
Sharpe Ratio – 3 Years
0.42
0.70
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%