Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
4.91%
2.59%
6 Months
10.01%
−7.48%
1 Year
—
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
14.65%
2.29%
Fund Age
9 mo
16 mo
AUM
₹122.25 Cr
₹10.89 Cr
Alpha – 1 Year
—
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.29%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 14% · S 55%
L 47% · M 38%
Number of Stocks
33
—
Portfolio P/E
31.90
—
Top 5 Holdings
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%