Compare Schemes

Pluswealth Fusion vs QED Capital - Core Equity

Pluswealth Fusion

QED Capital - Core Equity

Add Scheme

Growth of ₹1 Crore

Pluswealth Fusion

QED Capital - Core Equity

Return for the risk

1 yr return

-5%

10%

QED Capital - Core Equity

2.6% • vol 13.8%

10%

20%

Volatility • 1 yr deviation

1 Month

2.74%

2.59%

6 Months

1.11%

−7.48%

1 Year

—

2.63%

3 Years

—

5 Years

—

Since Inception

9.14%

2.29%

Fund Age

10 mo

16 mo

AUM

₹29.92 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 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

2.00% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.