Portfolio Management Services (PMS)Compare Schemes
Omni Industry Inc vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Omni Industry Inc
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−3.74%
2.59%
6 Months
−0.18%
−7.48%
1 Year
—
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
−10.73%
2.29%
Fund Age
8 mo
16 mo
AUM
₹1.04 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 31% · M 12% · S 57%
L 47% · M 38%
Number of Stocks
16
—
Portfolio P/E
17.29
—
Top 5 Holdings
Axis Bank Ltd · 7.00%
State Bank of India · 7.00%
REC Ltd · 7.00%
Bharat Heavy Electricals Ltd · 6.00%
Kalpataru Projects International Ltd · 6.00%
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
Construction · 50.25%
Capital Goods · 23.50%
Financial Services · 21.00%
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)
3% / 2% / 1%
3% / 2% / 1%