Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
QED Capital - Alphabets
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
4.25%
6 Months
6.66%
7.44%
1 Year
7.95%
14.27%
3 Years
14.01%
13.32%
5 Years
12.40%
10.94%
Since Inception
16.07%
15.43%
Fund Age
12 yrs 5 mo
5 yrs 4 mo
AUM
₹27.98 Cr
₹21.45 Cr
Alpha – 1 Year
3.23%
9.55%
Alpha – 3 Years
1.92%
1.23%
Information Ratio – 3 Years
0.55
0.37
Volatility – 1 Year
16.42%
12.68%
Volatility – 3 Years
14.36%
17.36%
Beta – 1 Year
0.92
0.58
Beta – 3 Years
0.91
0.73
Sharpe Ratio – 1 Year
0.15
0.70
Sharpe Ratio – 3 Years
0.63
0.70
Worst Rolling Year
-4.39%
12.64%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−17.36%
−26.06%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 7% · M 28% · S 62%
Number of Stocks
30
—
Portfolio P/E
29.90
—
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%