Portfolio Management Services (PMS)Compare Schemes
ProfitGate Classic Compounders Equity Strategy vs Qode Growth Fund
Add SchemeGrowth of ₹1 Crore
ProfitGate Classic Compounders Equity Strategy
Qode Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.18%
6.02%
6 Months
11.87%
37.52%
1 Year
10.80%
28.99%
3 Years
—
—
5 Years
—
—
Since Inception
15.20%
31.88%
Fund Age
3 yrs
17 mo
AUM
₹683.44 Cr
₹82.04 Cr
Alpha – 1 Year
6.08%
24.27%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.88%
23.27%
Volatility – 3 Years
—
—
Beta – 1 Year
1.09
0.69
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.33
0.98
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.20%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
30
Portfolio P/E
—
23.38
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%