Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
QED Capital - Core Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
2.59%
6 Months
25.39%
−7.48%
1 Year
17.69%
2.63%
3 Years
21.57%
—
5 Years
14.87%
—
Since Inception
17.17%
2.29%
Fund Age
6 yrs 10 mo
16 mo
AUM
₹119.43 Cr
₹10.89 Cr
Alpha – 1 Year
18.04%
−2.09%
Alpha – 3 Years
12.57%
—
Information Ratio – 3 Years
0.68
—
Volatility – 1 Year
26.38%
13.82%
Volatility – 3 Years
21.61%
—
Beta – 1 Year
0.88
0.65
Beta – 3 Years
0.85
—
Sharpe Ratio – 1 Year
0.54
-0.12
Sharpe Ratio – 3 Years
0.77
—
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 47% · M 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%