Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
QED Capital - Core Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
2.59%
6 Months
3.80%
−7.48%
1 Year
20.95%
2.63%
3 Years
16.43%
—
5 Years
15.76%
—
Since Inception
14.79%
2.29%
Fund Age
5 yrs 8 mo
16 mo
AUM
₹116.87 Cr
₹10.89 Cr
Alpha – 1 Year
13.41%
−2.09%
Alpha – 3 Years
5.18%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
9.08%
13.82%
Volatility – 3 Years
12.28%
—
Beta – 1 Year
0.54
0.65
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
1.56
-0.12
Sharpe Ratio – 3 Years
0.88
—
Worst Rolling Year
10.68%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.39%
−13.29%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.68%
—
5-Year Rolling Windows Positive
100.00%
—
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
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%