Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
6.28%
6 Months
7.44%
16.32%
1 Year
14.27%
11.67%
3 Years
13.32%
19.26%
5 Years
10.94%
13.96%
Since Inception
15.43%
16.00%
Fund Age
5 yrs 4 mo
12 yrs
AUM
₹21.45 Cr
₹725.3 Cr
Alpha – 1 Year
9.55%
6.95%
Alpha – 3 Years
1.23%
7.18%
Information Ratio – 3 Years
0.37
0.87
Volatility – 1 Year
12.68%
21.97%
Volatility – 3 Years
17.36%
19.77%
Beta – 1 Year
0.58
1.15
Beta – 3 Years
0.73
1.13
Sharpe Ratio – 1 Year
0.70
0.37
Sharpe Ratio – 3 Years
0.70
0.73
Worst Rolling Year
12.64%
-10.23%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−26.06%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
17.49%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
Top 5 Holdings
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%