Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
QED Capital - Core Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
2.59%
6 Months
24.60%
−7.48%
1 Year
7.56%
2.63%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
2.29%
Fund Age
4 yrs 4 mo
16 mo
AUM
₹3.89 Cr
₹10.89 Cr
Alpha – 1 Year
4.58%
−2.09%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
13.82%
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
0.65
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
-0.12
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−13.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 47% · M 38%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%