Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
QED Capital - Core Equity
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · -5.5%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.32%
2.59%
6 Months
4.47%
−7.48%
1 Year
−9.70%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
2.29%
Fund Age
2 yrs 8 mo
16 mo
AUM
₹11.72 Cr
₹10.89 Cr
Alpha – 1 Year
−4.20%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−13.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
L 47% · M 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%