Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
QED Capital - Alphabets
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
4.25%
6 Months
7.09%
7.44%
1 Year
17.57%
14.27%
3 Years
20.39%
13.32%
5 Years
—
10.94%
Since Inception
19.75%
15.43%
Fund Age
4 yrs 2 mo
5 yrs 4 mo
AUM
₹49.8 Cr
₹21.45 Cr
Alpha – 1 Year
16.32%
9.55%
Alpha – 3 Years
14.92%
1.23%
Information Ratio – 3 Years
1.66
0.37
Volatility – 1 Year
7.36%
12.68%
Volatility – 3 Years
8.69%
17.36%
Beta – 1 Year
1.50
0.58
Beta – 3 Years
0.91
0.73
Sharpe Ratio – 1 Year
1.55
0.70
Sharpe Ratio – 3 Years
1.63
0.70
Worst Rolling Year
18.51%
12.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
—
−26.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
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
—
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
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%